Bilingual Retirement Plan Services Representative at Vanguard

Scottsdale, Arizona, United States

Apply Now

Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Strong interpersonal and client relationship management (CRM) skills to engage with clients and team members
Customer-facing and/or inbound phone experience
Strong verbal and written communication skills in Spanish
A learner’s mentality and an appetite for financial acumen
Undergraduate degree or equivalent experience (preferred)
Ability to complete the SIE (Securities Industry Essentials) exam and obtain Series 6 & 63 FINRA licenses within department guidelines
Ability to work hybrid schedule on-site in a Vanguard office Tuesdays, Wednesdays, and Thursdays

Responsibilities

Provide high-quality service to external employers' 401(k) plan participants via inbound phone calls and written communication
Assist with account and plan information
Support participants with regulatory or tax-related issues
Handle financial and clerical transactions

Skills

Key technologies and capabilities for this role

BilingualCustomer ServiceRetirement Plans401kFinancial ServicesPhone SupportWritten CommunicationRegulatory ComplianceTax KnowledgeSIEFINRA Series 6FINRA Series 63

Questions & Answers

Common questions about this position

What is the base salary for the Bilingual Retirement Plan Services Representative role?

The base salary for this role is $54,000, with opportunities for licensing completion bonuses, additional hourly pay, and eligible company bonuses.

What benefits does Vanguard offer for this position?

Vanguard offers a competitive benefits package including premier training programs for SIE and FINRA Series 6 and 63, a $1,500 annual FlexFund stipend, annual bonus, 18 PTO days plus 10 federal holidays, industry-leading retirement savings with up to 4% matched and 10% employer contributions, best-in-class medical/dental/vision coverage, onsite health perks, education benefits, and strong parental leave.

Is this role remote or does it require office work?

This information is not specified in the job description.

What skills are most important for success in this role?

Strong interpersonal and client relationship management skills, customer-facing or inbound phone experience, and strong verbal and written communication skills in Spanish are key, along with a learner's mentality.

What kind of training and support does Vanguard provide?

Vanguard provides fully paid training, coaching, and continuous support as you learn the role, company, and industry, including premier training programs for SIE and FINRA Series 6 and 63.

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

Land your dream remote job 3x faster with AI

Try Jobo Free