Bilingual (Spanish) 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, addressing regulatory/tax questions, and completing financial transactions.
Role type
Bilingual Retirement Plan Services Representative
Builds
401(k) plan services and client support
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Bilingual proficiency (English/Spanish), passion for service, willingness to learn, ability to pass SIE and FINRA Series 6/63 exams
Preferred skills
Customer-facing experience, inbound phone experience, undergraduate degree
Technologies
None explicitly 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 / Individual Contributor
