Client Transfer & Onboarding Specialist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-24
Listing for:
Vanguard Group
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
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-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×