Senior Client Transfer Specialist Onboarding Relationships
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Vanguard is seeking a Client Transfer Specialist to support Personal Investor clients in the Charlotte area. You will serve as the primary contact during onboarding and change of ownership, building trusted relationships and guiding clients through complex steps to ensure a smooth transition.
Qualified candidates hold FINRA Series 7 and 63 licenses, have 1–3 years in financial services, and demonstrate strong communication and relationship-management skills.
Are you ready to take on the Senior Client Transfer Specialist Onboarding Relationships role at Vanguard Group?
We are currently recruiting a Senior Client Transfer Specialist Onboarding Relationships for our team in Charlotte, NC, United States.
This is a genuine opportunity to take on the Senior Client Transfer Specialist Onboarding Relationships role at Vanguard Group.
As a Senior Client Transfer Specialist Onboarding Relationships, you will play an important part at Vanguard Group in Charlotte, NC, United States.
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