Bilingual Retirement Plan Specialist (Spanish)

The Vanguard Group; Malvern (Chester County); Hybrid; USD 71.000 - 73.000; Vollzeit

Benefits dieser Stelle

SIE training

FINRA licensing support

Tuition reimbursement

PTO 18 days

Holidays 10

Zusammenfassung

Vanguard seeks a bilingual Retirement Plan Services Representative in Malvern to assist 401(k) plan participants with a range of service needs. You will handle account information, regulatory questions, and financial transactions, delivering high-quality service through calls and written communication.

The role includes paid training, ongoing coaching, and potential bonuses through partnership and promotions, with a focus on developing financial knowledge and client relationships.

Qualifikationen

• Willingness to learn about financial services industry.
• Ability to complete the SIE exam and obtain FINRA Series 6 and 63 licenses within department guidelines.
• Fully paid training and ongoing support provided.

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

Customer service

Communication skills

Jobbeschreibung

Vanguard seeks a bilingual Retirement Plan Services Representative in Malvern to assist 401(k) plan participants with a range of service needs. You will handle account information, regulatory questions, and financial transactions, delivering high-quality service through calls and written communication.

The role includes paid training, ongoing coaching, and potential bonuses through partnership and promotions, with a focus on developing financial knowledge and client relationships.