Retirement Plan Services Representative (AZ)
Vanguard
Scottsdale, AZFresher1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed · Bachelor's degree
- Must know
- TaxCRM
- Work
- On-site in Scottsdale
- Pay
- Not stated by the employer.
- Skill demand
- Tax14%CRM14%of 99 similar entry-level jobs posted in the US this week
- Listed
- Oct 27, 2026 · still open
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About the Role
As a Retirement Plan Services Representative at Vanguard, you will be the voice for clients and their advocate, helping to build hundreds of financial futures. You will provide high-quality service across Institutional Participant Services by supporting external employers' 401(k) plan participants with their dynamic and complex needs.
Key Responsibilities
- Answers client requests and completes transactions to resolve client needs.
- May escalate issues.
- Assists with account and plan information.
- Assists with regulatory or tax-related issues.
- Assists with financial and clerical transactions via inbound phone calls and written communication.
Requirements & Tech Stack
- Ability to complete the SIE (Securities Industry Essentials) exam and obtain the FINRA Series 6 & 63 licenses within department guidelines.
- This role is hybrid, requiring on-site work in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.
- Sponsorship: Vanguard is not offering visa sponsorship for this position.
- Start date for this role is February 16, 2027.
Qualifications
- Strong interpersonal and client relationship management (CRM) skills to engage with clients and "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.
- Passion for serving others and a thirst for knowledge.