Bilingual (Spanish) Retirement Plan Services Representative (AZ)

Advance your career and our mission At Vanguard, we’re taking a stand for investors, and that starts with you. As a Retirement Plan Services Representative, you’ll serve as the voice of Vanguard and an advocate for our clients, helping build hundreds of financial futures. You’ll provide high-quality service to 401(k) plan participants across Institutional Participant Services, supporting a wide range of needs. One client may need help completing a form, while another may be learning about mutual funds for the first time. This role offers the opportunity to build your financial knowledge and communication skills while developing a successful career at Vanguard.

The most important things you need are a passion for serving others and a thirst for knowledge.

About Vanguard

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.

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 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.

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.

Responsibilities

• As a Retirement Plan Services Representative, you will: Support 401(k) plan participants with dynamic and complex service needs.
• Assist clients with account and plan information.
• Help address regulatory and tax-related questions.
• Complete financial and clerical transactions.
• Provide high-quality service through inbound phone calls and written communication.

Requirements

• Qualifications Passion for serving others and willingness to learn about the financial services industry.
• Ability to complete the SIE (Securities Industry Essentials) exam and obtain FINRA Series 6 and 63 licenses within department guidelines.
• Bilingual proficiency in English and Spanish.
• Vanguard provides fully paid training, coaching, and ongoing support as you learn the role, company, and industry.

Preferred

• Qualifications Strong interpersonal and client relationship management skills.
• Customer-facing and/or inbound phone experience.
• A learner’s mentality and interest in building financial acumen.
• Undergraduate degree or equivalent experience, preferred.
• Please note, this role is hybrid, and you would be expected to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.
• Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

Benefits

• 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 first year upon achieving performance standards.
• At Vanguard, we believe in supporting our “crew” personally through all life stages.
• Vanguard provides a competitive benefits package to all employees, including: Premier training and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63 A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses
• An annual bonus (known internally as partnership) based on company performance 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO Industry-leading retirement savings – up to 4% matched contributions, and 10% employer contribution without condition Best-in-class medical, dental, and vision coverage with on-site health perks: CrewCare: our own onsite health-clinic for you and your loved ones ShipShape: onsite fitness center 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 lead through product and services that transform our clients' lives.

Start date for this role is February 16, 2027 .