Retirement Plan Services Representative (PA)
About The Position
As a Retirement Plan Services Representative at Vanguard, you will serve as an advocate for clients and provide high-quality service to 401(k) plan participants through Institutional Participant Services. You will support a broad range of client needs, from completing forms to learning about mutual funds, while developing your financial knowledge and communication skills. Vanguard provides paid training, coaching, and ongoing support as you learn the role, company, and industry. The role is hybrid, with on-site work at a Vanguard office on Tuesdays, Wednesdays, and Thursdays. The start date is February 16, 2027. Vanguard is not offering visa sponsorship for this position. Total potential first-year compensation is $71,100–$73,100, comprising a $52,000–$54,000 base salary based on Spanish bilingual proficiency, a potential one-time bonus of up to $12,500, and eligible partnership and promotional bonuses, subject to achieving performance standards.
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
- Premier training and development programs to equip employees with the tools to take the SIE and FINRA Series 6 and 63 exams.
- A $1,500 taxable annual FlexFund stipend for a wide variety of wellbeing and lifestyle expenses.
- An annual bonus, known internally as partnership, based on company performance.
- 18 PTO days and 10 federal holidays, with the ability to purchase an additional week of PTO.
- Industry-leading retirement savings, including up to 4% matched contributions and a 10% employer contribution without condition.
- Medical, dental, and vision coverage.
- CrewCare onsite health clinic for employees and their loved ones.
- ShipShape onsite fitness center.
- LYRA emotional and mental health care program at no cost.
- Tuition reimbursement.
- Parental leave benefits, including adoption and surrogacy benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
