Retirement Plan Services Representative (AZ)

Vanguard•Scottsdale, AZ

1d•Hybrid

About The Position

At Vanguard, the Retirement Plan Services Representative acts as the company's voice and clients' advocate, helping to build financial futures. This role involves providing high-quality service to 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 through inbound phone calls and written communication. This position offers an opportunity to develop financial acumen and communication skills for a successful career. Vanguard is a leading investment management company serving individual investors, institutions, employer-sponsored retirement plans, and financial professionals, driven by a mission for clients' long-term financial well-being. The company fosters a mission-driven, highly collaborative culture with a hybrid working model designed for flexibility and in-person connection.

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

Nice To Haves

Undergraduate degree or equivalent experience, preferred

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

Opportunity to earn additional hourly pay
Licensing bonus of up to $12,500 based on successful completion of required licensing
Competitive benefits package
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
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