Bilingual (Spanish) Retirement Plan Services Representative (PA)

The Vanguard Group; Malvern (Chester County); Hybrid; USD 71,000 - 73,000; Full time

Benefits offered by this job

SIE training

FINRA licensing support

Tuition reimbursement

PTO 18 days

Holidays 10

Job summary

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.

Qualifications

• 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.

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.

Skills

Bilingual English/Spanish

Customer service

Communication skills

Job description

Advance your career and our mission. At Vanguard, we’re taking a stand for investors, and that starts with you. As a Bilingual Retirement Plan Services Representative, you’ll serve as the voice of Vanguard and an advocate for our clients, helping build hundreds of financial futures. You’ll provide high-quality service to 401(k) plan participants across Institutional Participant Services, supporting a wide range of needs. One client may need help completing a form, while another may be learning about mutual funds for the first time. This role offers the opportunity to build your financial knowledge and communication skills while developing a successful career at Vanguard. You don’t have to be a financial expert to be an advocate for our clients. We welcome and encourage individuals from all backgrounds and experiences. The most important things you need are a passion for serving others and a thirst for knowledge.

Responsibilities

As a Retirement Plan Services Representative, you will:

• 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.

Total potential compensation for this role is between $71,100 - $73,100 ($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) within your first year upon achieving performance standards.

Benefits

Vanguard provides a competitive benefits package to all employees, including:

• Premier training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63 A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of wellbeing and lifestyle expenses.
• An annual bonus, known internally as partnership, based on company performance.
• 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO.
• Industry-leading retirement savings, including up to 4% matched contributions and a 10% employer contribution without condition.
• Best-in-class medical, dental, and vision coverage, along with on-site health perks: CrewCare: Vanguard’s onsite health clinic for you and your loved ones.
• ShipShape: Onsite fitness center.
• LYRA: A program providing care for your emotional and mental health, how, when, and where you need it, at no cost to you.
• Education benefits, including tuition reimbursement, designed to support you in furthering your education.
• Strong parental leave benefits, including adoption and surrogacy benefits, because we know every family looks different.

Required Qualifications

• 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.
• Vanguard provides fully paid training, coaching, and ongoing support as you learn the role, company, and industry.

Preferred Qualifications

• 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, preferred.

Special Factors Sponsorship

Vanguard is not offering visa sponsorship for this position.

START DATE: February 16, 2027.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.