Retirement Plan Services Representative (PA)
About The Position
At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Requirements
- Prior customer service experience in Financial Services industry preferred.
- Undergraduate degree or equivalent combination of training and experience strongly preferred.
- High school degree or GED required.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Responsibilities
- Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.
- Follows standardized processes to complete monetary and administrative transactions.
- Documents and reports client feedback for process improvement efforts.
- Uses consultative approach to position products and services to clients.
- Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
- Participates in special projects and performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
