Vanguard

Retirement Plan Services Representative (AZ)

Scottsdale, AZ

Sponsorship not specifiedDetected 8 days ago

CRMCommunicationCollaborationMentoring

About the role

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.
What it takes: You don't have to be a financial expert to be an advocate for our clients!
We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge.

Vanguard will provide you will fully paid training, coaching, and continuous support as you learn the role, company, and industry.
To lead through product and services that transform our clients' lives.
To learn and develop our skills as individuals and as a team.
From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our "crew"
Customer-facing and/or in-bound phone experience
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 the Series 6 & 63 FINRA licenses within department guidelines.

Total potential compensation for this role is between $71,100 - $73,100 ($52,000 - $54,000 base salary based on Spanish bilingual proficiency, plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your

LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you.
Education benefits including tuition reimbursement designed to support you in furthering your education
Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different!
For a deeper look into our benefits, please visit our Why Vanguard page!
To work for the long-term financial wellbeing of our clients.
A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses
CrewCare: our own onsite health-clinic for you and your loved ones
ShipShape: onsite fitness center
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

This listing is sourced directly from Vanguard's careers page and normalized into a canonical job model.