Retirement Plan Services Representative (PA)

About the role

As a 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 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

• Passion for serving others.
• Thirst for knowledge.

Skills

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

Benefits

• 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.
• 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.