Ultra High Net Worth Client Case Representative, Senior Associate

In this role you will :

• Serve as the initial contact for UHNW clients resolving complex account issues and providing investment guidance.
• Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.
• Deliver high-quality efficient service while anticipating client needs and offering proactive solutions.
• Collaborate across teams to maintain and enhance the UHNW client experience.
• Document client and team feedback to support continuous service improvement with the business.
• Build expertise in Vanguard products services and industry trends to guide clients effectively.

What It Takes

How We Will Support You

Qualifications :

Minimum of three years related work experience in the Financial Services industry.

Experience in client services preferred.

Undergraduate degree or equivalent combination of training and experience required.

This job requires a regulatory license and / or registration (e.g. FINRA state SFC). These will be determined by Compliance based on role-specific duties.

Why Vanguard

At Vanguard we believe in supporting our crew personally through all life stages.

Total potential compensation for this role is $78000-$88000 ($ base salary plus up to a $12500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards.

In addition Vanguard provides a competitive benefits package to all employees. Some of our benefits include :

CrewCare : our own onsite health-clinic for you and your loved ones.

For a deeper look into our benefits please visit our Why Vanguard page!

Special Factors

Vanguard is not offering visa sponsorship for this position.

If you are offered and accept this position and you do not have the necessary FINRA licenses for the role then you must obtain the required licenses within the specified period of time. Additionally if you are not currently registered with FINRA in any capacity prior to moving into this licensed role you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note the credit and criminal check requirement does not apply to crew who are currently registered with FINRA.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard we dont just have a missionwere 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.

Required Experience :

Senior IC

Key Skills

Network security,Active Directory,VMware,Access Points,LAN,Email,Routers,Windows,Infrastructure,Internet,VPN,Troubleshoot,Setup,hardware,Technical Support

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 64000 - 74000