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

Vanguard•Malvern, PA

1d•$54,000•Hybrid

About The Position

At Vanguard, the mission is to take a stand for investors. As a Bilingual (Spanish) Retirement Plan Services Representative, you will serve as the voice and advocate for clients, helping to build financial futures. This role involves providing high-quality service across Institutional Participant Services by supporting external employers' 401(k) plan participants with their diverse and complex needs. Responsibilities include assisting with account and plan information, regulatory or tax-related issues, and financial and clerical transactions via inbound phone calls and written communication. This position offers an opportunity to build financial acumen and communication skills for a successful career. Vanguard supports its employees personally through all life stages and has a mission to work for the long-term financial well-being of clients, leading through products and services that transform clients' lives, and fostering individual and team development. Vanguard is one of the world's leading investment management companies, serving individual investors, institutions, employer-sponsored retirement plans, and financial professionals, with a diverse and talented crew and a culture that promotes teamwork and client focus. The company operates with a hybrid working model designed for flexibility, in-person learning, collaboration, and connection.

Requirements

Strong interpersonal and client relationship management (CRM) skills to engage with clients and crew
Customer-facing and/or in-bound phone experience
A learner’s mentality and an appetite for financial acumen
Ability to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines
Bilingual (Spanish)

Nice To Haves

Undergraduate degree or equivalent experience

Responsibilities

Provide high quality service across Institutional Participant Services
Support external employers 401(k) plan participants with their dynamic and complex needs
Assist with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication

Benefits

Base salary of $54,000
Opportunity to earn additional hourly pay
Licensing bonus of up to $12,500 based on successful completion of required licensing
Competitive benefits package
Premiere training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63
A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses
An annual bonus (known internally as partnership) based on company performance
18 PTO days
10 federal holidays
Ability to purchase an additional week of PTO
Industry-leading retirement savings – up to 4% matched contributions
10% employer contribution without condition (retirement savings)
Best-in-class medical, dental, and vision coverage
On-site health perks: CrewCare (onsite health-clinic)
ShipShape (onsite fitness center)
LYRA (a program to provide care for emotional and mental health at no cost)
Education benefits including tuition reimbursement
Strong parental leave, including adoption and surrogacy, benefits