Retirement Plan Services Representative (AZ)

The Vanguard Group•Scottsdale, AZ

12h•Hybrid

About The Position

At Vanguard, the Retirement Plan Services Representative serves as the voice of Vanguard and an advocate for clients, helping 401(k) plan participants across Institutional Participant Services with a wide range of needs. The representative provides high-quality service and may assist with tasks such as completing forms or learning about mutual funds. The role offers opportunities to develop financial knowledge and communication skills. Vanguard provides fully paid training, coaching, and ongoing support as employees learn the role, company, and industry. This is a hybrid role. Employees are expected to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays. The stated start date is February 16, 2027. Vanguard is not offering visa sponsorship for this position. Total potential compensation within the first year is $71,100–$73,100, consisting of a $52,000–$54,000 base salary based on Spanish bilingual proficiency, plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses, upon 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 tools to take the SIE and FINRA Series 6 and 63 exams.
A $1,500 taxable annual FlexFund stipend for 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 ability to purchase an additional week of PTO.
Retirement savings with up to 4% matched contributions and a 10% employer contribution without condition.
Medical, dental, and vision coverage.
On-site health-clinic access through CrewCare for employees and their loved ones.
On-site fitness center through ShipShape.
LYRA emotional and mental health care at no cost.
Tuition reimbursement.
Parental leave, including adoption and surrogacy benefits.