Account Issues Jobs in Scottsdale, AZ

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Ultra High Net Worth Client Case Representative, S...

The Vanguard Group

profile Scottsdale - USA

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...

Posted 1 day ago
Full Time

Retirement Plan Services Representative (az)

The Vanguard Group

profile Scottsdale - USA

Core Responsibilities1. Serves as the initial point of contact for clients. Responds to requests for investment fund and account information. Resolves general account issues.2. Follows standardized processes to complete monetary and administrative transactions.3. Documents and reports client feedbac...

Posted on 26 Sep
Full Time