HNW Client Case Manager & Onboarding
$65k - $80kVanguard Services Inc
Vanguard is seeking a High Net Worth Client Case Representative in Dallas, Texas, to serve as the primary contact for Personal Investor clients. You will build strong relationships, navigate clients through significant financial decisions, and simplify complex processes. Required qualifications include active FINRA Series 7 and 63 licenses and 1-3 years of financial services experience. The role offers a base salary of $65,000 - $80,000, plus a $20,000 licensing bonus. #J-18808-Ljbffr Vanguard Services Inc
Vacancy posted 2 days ago
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