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

About the role

As a Bilingual Retirement Plan Services Representative, you will provide high-quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs.

Responsibilities

• Support external employers 401(k) plan participants with account and plan information, regulatory or tax-related issues, and financial and clerical transactions via inbound phone calls and written communication.
• Assist with account and plan information, regulatory or tax-related issues, and financial and clerical transactions via inbound phone calls and written communication.

Requirements

• 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 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

• Passionate about serving others.
• Thirst for knowledge.

Skills

• Strong customer service skills.
• Excellent verbal and written communication skills.
• Basic understanding of financial concepts.

Benefits

• Competitive total potential compensation within your first year upon achieving performance standards.
• 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.

Pay

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, and you would be expected to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.

Special Factors

Sponsorship: Vanguard is not offering visa sponsorship for this position.

About Vanguard

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.