High Net Worth Client Case Representative

Our Group(1 month ago)

HybridFull TimeJunior$65,000 - $80,000Client Services

About this role

A High Net Worth Client Case Representative at Vanguard supports Personal Investor clients through sensitive and impactful financial moments, acting as a trusted advisor during onboarding, ownership changes, and inheritance events. The role emphasizes simplifying complex financial processes and representing Vanguard’s mission to act in clients’ best interests.

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Required Skills

Relationship Management
Client Onboarding
Communication
Interpersonal Skills
Financial Services
Decision Making
Trust Building

Qualifications

FINRA Series 7
FINRA Series 63

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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