Bilingual Retirement Plan Services Advocate

The Vanguard Group; Scottsdale (AZ); Hybrid; USD 52.000 - 54.000; Vollzeit

Zusammenfassung

The Vanguard Group is seeking a Retirement Plan Services Representative to support 401(k) plan participants with diverse service needs. You will handle account information, regulatory questions, and routine transactions while delivering high-quality service over calls and email.

The role is hybrid, requiring on-site work in Vanguard offices on select days. The team provides training toward SIE and FINRA licenses and offers strong benefits and career growth opportunities.

Qualifikationen

• Passion for serving others and willingness to learn about the financial services industry.
• Ability to complete the SIE exam and obtain FINRA Series 6 and 63 licenses within department guidelines.
• Bilingual proficiency in English and Spanish.
• Vanguard provides fully paid training, coaching, and ongoing support as you learn the role, company, and industry.

Aufgaben

• 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.

Kenntnisse

Bilingual English Spanish

Ausbildung

Undergraduate degree or equivalent

Jobbeschreibung

The Vanguard Group is seeking a Retirement Plan Services Representative to support 401(k) plan participants with diverse service needs. You will handle account information, regulatory questions, and routine transactions while delivering high-quality service over calls and email.

The role is hybrid, requiring on-site work in Vanguard offices on select days. The team provides training toward SIE and FINRA licenses and offers strong benefits and career growth opportunities.