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Client Transfer & Onboarding Specialist

$65k - $80k

Vanguard Group

Vanguard is seeking a Client Transfer Specialist for our Personal Investor clients. You will manage onboarding and ownership changes, build trusted relationships, and guide clients through their investment journey with Vanguard’s products and services. The role requires FINRA Series 7 and 63 licenses and 1–3 years in financial services, with a hybrid work arrangement and a base salary range of $65,000–$80,000. #J-18808-Ljbffr Vanguard Group

Vacancy posted 2 days ago
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