Account Issues Jobs in Malvern, PA
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Ultra High Net Worth Client Case Representative, S...
The Vanguard Group
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 ant...
Ultra High Net Worth Client Case Representative, S...
The Vanguard Group
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 ant...