Retirement Plan Services Representative (AZ)

About the role

Answers client requests and completes transactions to resolve client needs. May escalate issues.

Responsibilities

• Supports external employers 401(k) plan participants with their dynamic and complex needs.
• Aid with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication.
• Build financial acumen and communications skills into a successful career.

Qualifications

• Strong interpersonal and client relationship management (CRM) skills.
• Customer-facing and/or in-bound phone experience.
• 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.

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 (known internally as partnership), 18 PTO days and 10 federal holidays, and industry-leading retirement savings.
• Onsite health perks such as a CrewCare clinic, ShipShape fitness center, and LYRA program for emotional and mental health support.
• Tuition reimbursement for furthering education.
• Strong parental leave, including adoption and surrogacy benefits.

Pay

$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.

Schedule

Hybrid schedule, working on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays. Start date for this role is October 26, 2026.