Net Worth Account Handler Jobs in Scottsdale, AZ

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...

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...

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...

About this job:Are you a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships Join our team as a Client Transfer Specialist for our Personal Investor clients at Vanguard. At Vanguard we have a client-first mentality that we live and breathe every da...