Bilingual (Spanish) Retirement Plan Services Representative (AZ & PA)

About the role

As a Bilingual (Spanish) Retirement Plan Services Representative, you will serve as the primary point of contact for external employers' 401(k) plan participants, addressing their diverse and complex needs related to their retirement plans.

Responsibilities

• Supporting participants with account and plan information, regulatory or tax-related issues, and financial and clerical transactions via inbound phone calls and written communication.
• Assisting with account setup, changes, and inquiries related to retirement plans.
• Providing guidance on plan features, investment options, and retirement planning strategies.
• Handling escalated issues and ensuring timely resolution through effective communication and problem-solving skills.

Requirements

• Strong interpersonal and client relationship management (CRM) skills.
• Customer-facing and/or in-bound phone experience.
• A learner's mentality and an appetite for financial acumen.
• Undergraduate degree or equivalent experience, preferred.
• Ability to complete the Securities Industry Essentials (SIE) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.

Qualifications

• Bilingual (Spanish) fluency.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office applications.
• Basic understanding of retirement plans and financial products.

Skills

• Strong customer service skills.
• Effective problem-solving and conflict resolution abilities.
• Ability to handle multiple tasks and prioritize effectively.
• Attention to detail and accuracy in data entry and record-keeping.

Benefits

• Competitive base salary of $54,000.
• Opportunity to earn additional hourly pay and a licensing bonus of up to $12,500 based on successful completion of required licensing.
• Comprehensive benefits package including:
• Premiere training and development programs
• $1,500 taxable annual FlexFund stipend
• Annual bonus (partnership)
• 18 PTO days and 10 federal holidays
• Industry-leading retirement savings
• Best-in-class medical, dental, and vision coverage
• On-site health perks such as CrewCare, ShipShape, and LYRA
• Tuition reimbursement
• Strong parental leave benefits

Pay

Base salary for this role is $54,000.

Schedule

This role is hybrid, requiring you to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.

Contact

Vanguard is committed to providing a supportive and inclusive environment for all crew members. For more information about our benefits, please visit our Why Vanguard page. If you need assistance with the application process, please email careers@vanguard.com.