High Net Worth Client Service Specialist, Flagship Department Job in Charlotte 28201, North Carolina US
Tags: CHOICE, client investment, client relationship management, Employer, excess, flagship, high net worth clients, Investment, investment management companies, investment specialist, Knowledge, premier services, service, service specialist
Vanguard, one of the world’s largest investment management companies and a recognized employer of choice, seeks a Client Investment Specialist to provide premier services to High Net Worth clients with Vanguard assets in excess of $1 million by utilizing Client Relationship Management (CRM) skills, knowledge of the financial markets, and Vanguard’s funds and services.
As a High Net Worth Client Service Specialist, you’ll respond to incoming client calls and collaborate with the client …