Retirement Plan Services Representative (PA)

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

Benefits dieser Stelle

Premier training and licensing support

FlexFund stipend $1,500 annual

Annual partnership bonus

18 PTO days + 10 holidays

401(k) with company match and employer

Strong health insurance

Onsite health clinic

Tuition reimbursement

Parental leave benefits

Zusammenfassung

The Vanguard Group in Malvern, PA is seeking a Retirement Plan Services Representative to serve as the voice of Vanguard for 401(k) participants. You will handle inbound calls and written inquiries, guide clients through account and plan information, and address regulatory and tax questions as part of a dynamic service team.

The role offers comprehensive training, a hybrid work schedule (on-site Tue-Thu), strong benefits, and opportunities to develop financial knowledge while building a

Qualifikationen

• Passion for serving others and willingness to learn about financial services.
• Ability to complete necessary licensing exams (SIE) and FINRA Series 6/63 within guidelines.
• Prior training and ongoing support provided by Vanguard.

Aufgaben

• Support 401(k) plan participants with service needs.
• Assist clients with account and plan information.
• Address regulatory and tax-related questions.
• Complete financial and clerical transactions.
• Provide high-quality service via inbound calls and written communication.

Kenntnisse

Passion for serving others

Strong interpersonal skills

Customer-facing experience

Ausbildung

Undergraduate degree or equivalent experience, preferred

Jobbeschreibung

Advance your career and our mission. At Vanguard, we’re taking a stand for investors, and that starts with you. As a 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

• 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

• 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.
• For a deeper look at our benefits, visit the Why Vanguard page.

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.
• 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.

Additional Information

• Role is hybrid, expected to work on‑site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.
• START DATE: February 16, 2027.
• Vanguard is not offering visa sponsorship for this position.

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.