Bilingual Retirement Plan Services Representative (English and Spanish, AZ/PA)
Bilingual Retirement Plan Services Representative (English and Spanish, AZ/PA)
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Job Description
Advance your career and our mission
At Vanguard were taking a stand for investors. That starts with you. As a Retirement Plan Services Representative youll be our voice and our clients advocate as you help to build hundreds of financial futures.
In this role you will provide high quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs one may need help with a form the next has never even heard of a mutual fund. You will be assisting with account and plan information regulatory or tax-related issues financial and clerical transactions via inbound phone calls and written communication. This role will allow you to build your financial acumen and communications skills into a successful career.
Why Vanguard
At Vanguard we believe in supporting our crew personally through all life stages.
Base salary for this role is $48000 (additional compensation opportunity for bilingual Spanish speaking representatives) with the opportunity for licensing completion bonuses additional hourly pay and eligible company bonuses.
In addition Vanguard provides a competitive benefits package to all employees. Some of our benefits include:
- Premier training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63
- A $1500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses
- An annual bonus (known internally as partnership) based on company performance
- 18 PTO days and 10 federal holidays with the unique ability to purchase an additional week of PTO
- Industry-leading retirement savings up to 4% matched contributions and 10% employer contribution without condition
- Best-in-class medical dental and vision coverage with on-site health perks:
- CrewCare: our own onsite health-clinic for you and your loved ones
- ShipShape: onsite fitness center
- LYRA: a program to provide care for your emotional and mental health how when and where you need it at no cost to you.
- Education benefits including tuition reimbursement designed to support you in furthering your education
- Strong parental leave including adoption and surrogacy benefits because we know every family looks different!
For a deeper look into our benefits please visit our Why Vanguard page!
What it takes:
You dont have to be a financial expert to be an advocate for our clients!
We welcome and encourage individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. Vanguard will provide you will fully paid training coaching and continuous support as you learn the role company and industry.
We have seen most success from individuals with:
- Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our crew
- Customer-facing and/or in-bound phone experience
- A learners mentality and an appetite for financial acumen
- Undergraduate degree or equivalent experience preferred
- Ability to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.
Please note this role is hybrid and you would be expected to work on-site in a Vanguard office on Tuesdays Wednesdays and Thursdays.
Start date for this role is the beginning of August 2025.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling in-person learning collaboration and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
