Vanguard
RetirementPlanServicesRepresentative(PA)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Retirement Plan Services Representative (PA) at Vanguard. Skills: client relationship management (CRM) skills. provide high quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs. assisting with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication”
What You'll Achieve.
help to build hundreds of financial futures
Industry & Context.
Vanguard is not offering visa sponsorship for this position.
What They're Looking For.
Must Have
Ability to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.
Nice to Have
Undergraduate degree or equivalent experience, preferred
What You'll Do.
provide high quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs
assisting with account and plan information
regulatory or tax-related issues
financial and clerical transactions via inbound phone calls and written communication
Full Job Description
## **Advance your career and our mission** ## At Vanguard, we’re taking a stand for investors. That starts with you. As a **Retirement Plan Services Representative** , you’ll be our voice and our clients’ advocate, as you help to build hundreds of financial futures. In this role, you will provide high quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs – one may need help with a form, the next has never even heard of a mutual fund. You will be assisting with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication. This role will allow you to build your financial acumen and communications skills into a successful career. **Why Vanguard?** At Vanguard, we believe in supporting our “crew” personally through all life stages. **Base salary for this role is $52,000.** In addition, the role offers the opportunity to earn additional hourly pay and **a licensing bonus of up to $12,500 based on successful completion of required licensing.** Vanguard also provides a competitive benefits package to all employees. Some of our benefits include: * 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 well-being 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 – up to **4%** matched contributions, and **10% employer contribution without condition** * Best-in-class **medical, dental, and vision** coverage with on-site health perks: * **CrewCare:** our own **onsite health-clinic** for you and your loved ones * **ShipShape:** onsite fitness cent
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