Retirement Plan Services Representative (PA)
About The Position
As a Retirement Plan Services Representative, you will be the voice of Vanguard and an advocate for clients, helping to build hundreds of financial futures. You will provide high-quality service across Institutional Participant Services by supporting external employers' 401(k) plan participants with their dynamic and complex needs. This involves assisting with account and plan information, regulatory or tax-related issues, and financial and clerical transactions via inbound phone calls and written communication. This role offers the opportunity to build financial acumen and communication skills for a successful career.
Requirements
- Strong interpersonal and client relationship management (CRM) skills.
- 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.
- Expected to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.
Nice To Haves
- Undergraduate degree or equivalent experience.
Responsibilities
- Provide high-quality service across Institutional Participant Services by supporting external employers 401(k) plan participants.
- Assist participants with account and plan information.
- Address regulatory or tax-related issues.
- Handle 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 (onsite health clinic), 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.
- Strong parental leave, including adoption and surrogacy, benefits.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
