Retirement Plan Services Representative (PA)
About The Position
As a Retirement Plan Services Representative, you’ll be our voice and our clients’ advocate, as you help to build hundreds of financial futures. In this role, you will provide high-quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs – one may need help with a form, the next has never even heard of a mutual fund. You will be assisting with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication. This role will allow you to build your financial acumen and communications skills into a successful career.
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.
- Ability to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.
- This role is hybrid, and you would be expected to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.
Nice To Haves
- Undergraduate degree or equivalent experience, preferred.
Responsibilities
- Provide high-quality service across Institutional Participant Services by supporting 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
- Premier 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 and 10 federal holidays, with the unique ability to purchase an additional week of PTO
- Industry-leading retirement savings – up to 4% matched contributions, and 10% employer contribution without condition
- Best-in-class medical, dental, and vision coverage
- On-site health perks: CrewCare: our own onsite health-clinic for you and your loved ones
- ShipShape: onsite fitness center
- LYRA: a program to provide care for your emotional and mental health – how, when, and where you need it, at no cost to you.
- Education benefits including tuition reimbursement designed to support you in furthering your education
- Strong parental leave, including adoption and surrogacy, benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
