Advisor Support Specialist: Client Onboarding & Service
$76k - $82kVanguard
Vanguard in Charlotte, NC is seeking an Advice Support Representative to partner with Financial Advisors in managing client relationships. You will serve clients via phone, ensuring an excellent client experience through onboarding, planning deliverables, and tailored solutions. The ideal candidate has strong communication skills and a willingness to learn about financial planning. Total compensation for this role is approximately $76,000-$82,000, including base salary and bonus. #J-18808-Ljbffr
Vacancy posted 4 days ago
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