Retirement Plan Services Representative (PA)
About The Position
As a Retirement Plan Services Representative, you will represent Vanguard and advocate for clients by providing high-quality service to 401(k) plan participants across Institutional Participant Services. You will support participants with a range of needs, including assistance with forms, account and plan information, mutual funds, and regulatory or tax-related questions. The role includes completing financial and clerical transactions and providing service through inbound phone calls and written communication. Vanguard provides fully paid training, coaching, and ongoing support as you learn the role, company, and industry. The position is hybrid, with on-site work at a Vanguard office on Tuesdays, Wednesdays, and Thursdays. The stated start date is February 16, 2027.
Requirements
- Passion for serving others and willingness to learn about the financial services industry.
- Ability to complete the SIE (Securities Industry Essentials) exam and obtain FINRA Series 6 and 63 licenses within department guidelines.
Nice To Haves
- Strong interpersonal and client relationship management skills.
- Customer-facing and/or inbound phone experience.
- A learner’s mentality and interest in building financial acumen.
- Undergraduate degree or equivalent experience.
Responsibilities
- Support 401(k) plan participants with dynamic and complex service needs.
- Assist clients with account and plan information.
- Help address regulatory and tax-related questions.
- Complete financial and clerical transactions.
- Provide high-quality service through inbound phone calls and written communication.
Benefits
- Fully paid training, coaching, and ongoing support.
- Premier training and development programs to prepare employees for the SIE and FINRA Series 6 and 63 exams.
- $1,500 taxable annual FlexFund stipend for a wide variety of wellbeing and lifestyle expenses.
- Annual partnership bonus based on company performance.
- 18 PTO days and 10 federal holidays, with the ability to purchase an additional week of PTO.
- Retirement savings with up to 4% matched contributions and a 10% employer contribution without condition.
- Medical, dental, and vision coverage.
- On-site health clinic (CrewCare) and fitness center (ShipShape).
- LYRA emotional and mental health care at no cost.
- Tuition reimbursement and other education benefits.
- Parental leave benefits, including adoption and surrogacy benefits.
- Eligible promotional bonuses.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
