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HNW Client Relations Advisor; Series
Job in
Farmers Branch, Dallas County, Texas, USA
Listed on 2026-07-16
Listing for:
The Vanguard Group
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Job Description & How to Apply Below
The Vanguard Group is seeking a High Net Worth Client Case Representative to serve Personal Investor clients in the United States. You will be the trusted advisor during pivotal moments, guiding clients from onboarding to ownership changes while keeping complex financial processes simple and client-focused.
Role emphasizes relationship building, expert support during critical moments, and educating clients on Vanguard’s offerings to meet investment needs.
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