Job Description
Are you passionate about delivering exceptional service and building meaningful relationships with sophisticated clients? Join Vanguard’s Advice & Wealth Management Division as an Ultra High Net Worth (UHNW) Client Consultant, where you’ll partner closely with Advisors and Relationship Managers to support some of our most valued clients.
In this inbound phone-based role, you’ll be the first point of contact for UHNW clients—providing differentiated service, resolving complex inquiries, and uncovering additional needs through thoughtful conversations. You’ll use the Professional Selling Skills framework to deepen relationships and share critical insights with Relationship Managers in a pooled support model, contributing directly to our relationship management and sales strategy. This is more than a service role, it’s a launchpad. This role offers a strong foundation in relationship management, sales, and investment expertise, with opportunities to grow and explore future roles within...
In this inbound phone-based role, you’ll be the first point of contact for UHNW clients—providing differentiated service, resolving complex inquiries, and uncovering additional needs through thoughtful conversations. You’ll use the Professional Selling Skills framework to deepen relationships and share critical insights with Relationship Managers in a pooled support model, contributing directly to our relationship management and sales strategy. This is more than a service role, it’s a launchpad. This role offers a strong foundation in relationship management, sales, and investment expertise, with opportunities to grow and explore future roles within...
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