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Bilingual Retirement Plan Services Representative

Company: Vanguard
Location: Scottsdale
Posted on: June 8, 2021

Job Description:

Advance your career and our mission

At Vanguard, we're taking a stand for investors. That starts with you. As a Bilingual 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. Make it count.

In this role, you will:

  • You will be responding to phone inquiries from Spanish and English speaking participants. Assisting with account and plan information, regulatory or tax-related issues, financial and clerical transactions.
  • You will be answering participant questions via written communication.
  • You will build your financial acumen and communications skills into a successful career.

Make success accessible to everyone

Are you a relationship builder, partnering with others to make an impact? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Heavy culture of promoting from within, access to leaders who provide industry knowledge, career coaching, and mentoring. As you progress you will have opportunities to work on impactful projects, and serve as an authority on retirement plans. We'll be there to support you as you turn your ambitions into action.

What it takes

  • Undergraduate degree preferred or equivalent combination of training and experience. Minimum of one year related business experience preferred.
  • Ability to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines.
  • Spanish fluency in oral and written communication.
  • Demonstrate grit and determination in problem solving and accomplishing goals.
  • Outstanding client service skills with strong communication skills.
  • Excel in explaining complex information in ways that are easy to understand.
  • Thrives in fast-paced work environments that can be ambiguous and require flexibility.
  • Share our commitment to strengthening communities by donating time, talent, and treasure.
  • Ability to have fun, be engaged and inspire others in a team environment.
  • Flexibility to work occasional overtime.

NOTE: We are currently working in a remote environment (work from home) but anticipate that we will be returning to the office environment in the 2nd or 3rd quarter of 2021.

Special Factors:

Vanguard cannot offer visa sponsorship for this position. Additionally, your employment is contingent on a successful drug-screening result.

About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Keywords: Vanguard, Scottsdale , Bilingual Retirement Plan Services Representative, Other , Scottsdale, Arizona

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