Bilingual (Spanish) Retirement Plan Services Representative (PA)

Vanguard•Malvern, PA

2d•$52,000 - $73,100•Hybrid

About The Position

As a Bilingual (Spanish) Retirement Plan Services Representative at Vanguard, you will serve as a client advocate and provide high-quality service to 401(k) plan participants across Institutional Participant Services. You will support a broad range of client needs, from completing forms to helping clients learn about mutual funds. Vanguard provides fully paid training, coaching, and ongoing support as you learn the role, company, and financial services industry. The role offers opportunities to build financial knowledge and communication skills while developing a career at Vanguard. This is a hybrid position. Employees are expected to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays. The start date is February 16, 2027. Vanguard is not offering visa sponsorship for this position.

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.
Bilingual proficiency in English and Spanish.

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

Competitive benefits package.
Premier training and development programs to prepare employees to take the SIE and FINRA Series 6 and 63 exams.
$1,500 taxable annual FlexFund stipend for wellbeing 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 health clinic (CrewCare).
On-site fitness center (ShipShape).
LYRA emotional and mental health care at no cost.
Tuition reimbursement.
Parental leave benefits, including adoption and surrogacy benefits.
Potential one-time bonus of up to $12,500 and eligible partnership and promotional bonuses.