Serves as point of contact for High Net Worth clients in the movement or consolidation of assets.
About this job:
Are you a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for our Personal Investor clients at Vanguard. At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. In this role, you'll be the trusted professional clients turn to during their most sensitive and impactful moments, from joining Vanguard to inheriting assets. Your support will take the complexity off their plate and instill trust as they navigate their investing journey.
Relationship Building: Grow and nurture meaningful relationships with clients, becoming their trusted advisor during pivotal moments.
Expertise and Simplicity : Take the complexity out of financial processes, ensuring clients feel confident and secure.
Autonomy and Empowerment : Enjoy the autonomy to own the client relationship from start to finish, making decisions that best serve the client's needs.
Base Salary Range for this role is $65,000 - $80,000 based on licenses held and relevant experience.
Key Responsibilities:
We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Transfer Specialist, you will:
Qualifications:
Join us at Vanguard and be part of a team dedicated to making a positive impact on our clients' lives. Apply today to become a trusted Client Transfer Specialist!
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a missionwe're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
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