Client Transfer & Onboarding Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
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.
We have an opening for a Client Transfer & Onboarding Specialist in Dallas, TX, United States within Finance.
This role, Client Transfer & Onboarding Specialist at Vanguard Group, could be your next career step.
Are you ready to take on the Client Transfer & Onboarding Specialist role at Vanguard Group?
We would love to welcome a new Client Transfer & Onboarding Specialist to our organisation in Dallas, TX, United States.
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