Retirement Plan Services Representative (PA)
Core
Serve as the voice of Vanguard and advocate for clients by providing high-quality service to 401(k) plan participants across Institutional Participant Services.
Role type
Client services representative (retirement plans)
Builds
Financial futures for 401(k) plan participants
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Customer service, regulatory and tax knowledge, financial transactions, written communication, inbound phone communication
Preferred skills
Interpersonal skills, client relationship management, inbound phone experience, financial acumen
Technologies
None stated
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
Seniority
Entry-level, training provided