Hybrid Bilingual Retirement Plan Specialist - Spanish

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

Benefits offered by this job

SIE & FINRA license prep

Paid training

Flexible benefits

PTO and holidays

Retirement plan matching

Job summary

Vanguard is seeking a Bilingual Retirement Plan Services Representative to advocate for clients and provide high-quality service to 401(k) plan participants across Institutional Participant Services. The role involves assisting with account and plan information, addressing regulatory questions, and completing financial transactions.

Training, SIE and FINRA license prep are provided, with a strong emphasis on client service and knowledge growth.

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.
• Fully paid training, coaching, 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 mindset

Willingness to learn

Education

Undergraduate degree or equivalent

Job description

Vanguard is seeking a Bilingual Retirement Plan Services Representative to advocate for clients and provide high-quality service to 401(k) plan participants across Institutional Participant Services. The role involves assisting with account and plan information, addressing regulatory questions, and completing financial transactions.

Training, SIE and FINRA license prep are provided, with a strong emphasis on client service and knowledge growth.