Retirement Plan Services Representative (AZ)

Vanguard•Scottsdale, AZ

3d•$71,100 - $73,100•Hybrid

About The Position

At Vanguard, a Retirement Plan Services Representative supports external employers’ 401(k) plan participants through Institutional Participant Services. The representative provides high-quality client service for participants with varied and complex needs, including assistance with forms, account and plan information, regulatory or tax-related issues, and financial and clerical transactions. Client support is provided through inbound phone calls and written communication. Vanguard provides fully paid training, coaching, and ongoing support to help employees 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.

Requirements

Passion for serving others and a thirst for knowledge.
Ability to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 and 63 FINRA licenses within department guidelines.

Nice To Haves

Strong interpersonal and client relationship management (CRM) skills.
Customer-facing and/or inbound phone experience.
A learner’s mentality and an appetite for financial acumen.
Undergraduate degree or equivalent experience is preferred.
Spanish bilingual proficiency is associated with the stated base salary range.

Responsibilities

Assist external employers’ 401(k) plan participants with account and plan information.
Help participants with forms and their varied or complex needs.
Support participants with regulatory or tax-related issues.
Process or assist with financial and clerical transactions.
Communicate with clients through inbound phone calls and written communication.

Benefits

Fully paid training, coaching, and continuous support.
Premier training and development programs to prepare employees for the SIE and FINRA Series 6 and 63 exams.
$1,500 taxable annual FlexFund stipend for a variety of well-being and lifestyle expenses.
Annual partnership bonus 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 CrewCare health clinic for employees and loved ones.
On-site ShipShape fitness center.
LYRA emotional and mental health care program at no cost.
Tuition reimbursement.
Parental leave, including adoption and surrogacy benefits.
Eligible promotional bonuses.
One-time bonus opportunity up to $12,500 upon achieving performance standards.