Ultra High Net Worth Client Case Representative, Senior Associate

Our Group(1 month ago)

HybridFull TimeMedior$84,000 - $92,000Wealth Management

About this role

A client-facing role within Vanguard’s Advice & Wealth Management team supporting ultra-high-net-worth (UHNW) clients and contributing to the firm’s wealth-management offerings. The position is part of Vanguard’s broader effort to deliver personalized financial guidance and high-quality client experience. It sits within the firm’s wealth-management business and requires industry experience and regulatory licensing.

View Original Listing

Required Skills

Client Service
Selling Skills
Investment Knowledge
Communication
Collaboration
Compliance
Documentation

Qualifications

Undergraduate Degree
SIE
FINRA Series 7
FINRA Series 66 (or ability to obtain within 90 days)

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.

View more jobs at Our Group →