Retirement Plan Services Advocate

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

Benefits offered by this job

SIE and FINRA licensing training

$1,500 FlexFund stipend

Annual bonus/partnership (performance)

Job summary

Vanguard Retirement Plan Services is seeking a Retirement Plan Services Representative to serve as the voice of Vanguard for plan participants. You will assist with complex service needs, account information, and regulatory questions while handling financial transactions.

Candidates develop knowledge and communication skills in a collaborative, client-focused environment. The role includes training, remote/hybrid work, and opportunities to advance within the institutional services group as you

Qualifications

• 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.
• Undergraduate degree or equivalent experience preferred.

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

Customer service

SIE exam readiness

FINRA Series 6/63 licensing

Learner's mindset

Education

Undergraduate degree or equivalent experience

Job description

Vanguard Retirement Plan Services is seeking a Retirement Plan Services Representative to serve as the voice of Vanguard for plan participants. You will assist with complex service needs, account information, and regulatory questions while handling financial transactions.

Candidates develop knowledge and communication skills in a collaborative, client-focused environment. The role includes training, remote/hybrid work, and opportunities to advance within the institutional services group as you