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 the financial futures they build. Your responsibilities include providing high-quality service to external employers' 401(k) plan participants, addressing a range of complex needs such as form assistance, financial and clerical transactions, and regulatory or tax-related issues.

Responsibilities

• Support external employers' 401(k) plan participants with their dynamic and complex needs
• Provide account and plan information assistance
• Handle regulatory or tax-related inquiries
• Facilitate financial and clerical transactions via inbound phone calls and written communication

Requirements

This role requires a passion for serving others and a thirst for knowledge. No prior financial expertise is necessary; Vanguard will provide fully paid training, coaching, and continuous support as you learn the role, company, and industry.

• 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 SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines

Qualifications

Vanguard welcomes and encourages individuals from all backgrounds and experiences. The most important qualities are a passion for serving others and a willingness to learn. No prior financial expertise is required; full training and support will be provided.

Skills

To succeed in this role, you should possess strong CRM skills, customer-facing experience, and a learner's mentality. Additionally, you should have a foundational understanding of financial concepts and be able to pass the SIE exam and obtain the Series 6 & 63 FINRA licenses.

Benefits

At Vanguard, you will enjoy a competitive benefits package that includes:

• A $1,500 taxable annual FlexFund stipend
• An annual bonus (known internally as partnership)
• 18 PTO days and 10 federal holidays, with the 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
• Tuition reimbursement for further education
• Parental leave, including adoption and surrogacy benefits

Pay

The total potential compensation for this role is between $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) within your first year upon achieving performance standards.

Schedule

This role is hybrid, with the expectation to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays. The start dates for this role in Pennsylvania and Arizona are September 28, 2026, and October 26, 2026, respectively.

Special Factors

Vanguard does not offer visa sponsorship for this position.