Bilingual (spanish) Retirement Plan Services Representative (az & Pa)

Vanguard UK

Base: $54,000; bonus/equity: up to $12,500 licensi...
Hybrid (on-site tuesday, wednesday, and thursday)
Bilingual spanish language proficiency
Inbound phone customer service experience
Strong interpersonal relationship management skills
Vanguard UK is seeking a Bilingual (Spanish) Retirement Plan Services Representative to provide high-quality service to 401(k) plan participants. The role emphasizes interpersonal skills, client advocacy, and a passion for learning, with training and licensing support offered

Job Summary

  • This role serves as the voice and advocate for investors, helping build hundreds of financial futures by supporting complex 401(k) plan needs.
  • Vanguard offers a competitive benefits package including up to $12,500 in licensing bonuses, onsite health clinics, and fully paid training for FINRA exams.
  • The position requires a hybrid work model with on-site presence required on Tuesdays, Wednesdays, and Thursdays starting July 20, 2026.

Matching Summary

Match Score: 85

Vanguard UK is seeking a Bilingual (Spanish) Retirement Plan Services Representative to provide high-quality service to 401(k) plan participants. The role emphasizes interpersonal skills, client advocacy, and a passion for learning, with training and licensing support offered.

Salary

Base: $54,000; Bonus/Equity: Up to $12,500 licensing bonus plus annual partnership bonus; Benefits: 4% match, 10% employer contribution, FlexFund stipend

Skills & Requirements

Must-have

  • Bilingual Spanish language proficiency
  • Inbound phone customer service experience
  • Strong interpersonal relationship management skills

Nice-to-have

  • Passion for serving others
  • Thirst for financial knowledge
  • Learner's mentality with growth mindset

Key Requirements

  • Undergraduate degree or equivalent experience preferred
  • Ability to complete SIE exam and obtain Series 6 & 63 licenses
  • No visa sponsorship provided for this position

Work Rights

Not specified

Tailored Resume

Cover Letter