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

About the role

As a Bilingual Retirement Plan Services Representative at Vanguard, you will serve as the voice and advocate for both our clients and our clients' employers. Your responsibilities will involve providing high-quality service to 401(k) plan participants, addressing their dynamic and complex needs through inbound phone calls and written communication.

Responsibilities

• Support external employers and their 401(k) plan participants with account and plan information, regulatory or tax-related issues, and financial and clerical transactions.
• Build financial acumen and communications skills to advance your career.

Requirements

• Strong interpersonal and client relationship management (CRM) skills to engage with clients and our “crew”.
• Customer-facing and/or in-bound phone experience.
• A learner’s mentality and an appetite for financial acumen.
• An undergraduate degree or equivalent experience, preferred.
• The ability to complete the Securities Industry Essentials (SIE) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.

Qualifications

• Passion for serving others and a thirst for knowledge.
• Vanguard will provide fully paid training, coaching, and continuous support as you learn the role, company, and industry.

Skills

• Financial acumen.
• Effective communication skills.
• Customer service orientation.

Benefits

• Total potential compensation range: $71,100 - $73,100 ($52,000 - $54,000 base salary based on Spanish bilingual proficiency, plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses).
• Competitive benefits package including:
• Premier training and development programs.
• $1,500 taxable annual FlexFund stipend.
• Annual bonus (partnership).
• 18 PTO days and 10 federal holidays, with the ability to purchase an additional week of PTO.
• Industry-leading retirement savings.
• Best-in-class medical, dental, and vision coverage.
• On-site health perks such as a CrewCare clinic, ShipShape fitness center, and LYRA mental health support.
• Tuition reimbursement for further education.
• Strong parental leave, including adoption and surrogacy benefits.

Pay

• Base salary range: $52,000 - $54,000 based on Spanish bilingual proficiency.
• Up to a one-time $12,500 bonus.
• Eligible partnership and promotional bonuses.

Schedule

• This role is hybrid, requiring you to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.
• Start dates vary by location: September 28, 2026, in PA; October 26, 2026, in AZ.

Special Factors

• Vanguard is not offering visa sponsorship for this position.