Bilingual Retirement Plan Services Representative
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
- Tax12%CRM11%of 99 similar entry-level jobs posted in the US this week
- Listed
- Oct 27, 2026 · still open
Sign in free to see which of these skills your resume already shows.
About the Role
As a Retirement Plan Services Representative, 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.
- Uses bilingual (Spanish) knowledge to complete transactions to resolve client needs.
- May escalate complex issues to senior representatives.
- Assists with account and plan information.
- Handles regulatory or tax-related issues.
- Performs financial and clerical transactions via inbound phone calls and written communication.
Requirements & Tech Stack
- Ability to complete the SIE (Securities Industry Essentials) exam.
- Ability to obtain the FINRA Series 6 & 63 licenses within department guidelines.
- Role is hybrid, requiring on-site work in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.
- Start date for this role is February 16, 2027.
Qualifications
- Strong interpersonal and client relationship management (CRM) skills.
- Customer-facing and/or in-bound phone experience.
- A learner’s mentality and an appetite for financial acumen.
- Bilingual (Spanish) proficiency.
- Undergraduate degree or equivalent experience, preferred.
- Vanguard is not offering visa sponsorship for this position.