Retirement Plan Services Representative (PA)

Core Responsibilities

1. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.

2. Follows standardized processes to complete monetary and administrative transactions.

3. Documents and reports client feedback for process improvement efforts.

4. Uses consultative approach to position products and services to clients.

5. Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.

6. Participates in special projects and performs other duties as assigned.

Qualifications

• Prior customer service experience in Financial Services industry preferred.
• Undergraduate degree or equivalent combination of training and experience strongly preferred. High school degree or GED required.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. 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.

How We Work

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. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.