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

Vanguard Australia

Base: $54,000; bonus/equity: up to $12,500 licensi...
Hybrid (on-site tuesdays, wednesdays, and thursdays)
Bilingual spanish language proficiency
Inbound phone customer service experience
Strong interpersonal relationship management skills
Vanguard Australia is seeking a Bilingual (Spanish) Retirement Plan Services Representative to provide exceptional support to 401(k) plan participants. This hybrid role emphasizes client advocacy and offers extensive training, competitive compensation, and a robust benefits package

Job Summary

  • This role serves as the voice and advocate for clients, helping build hundreds of financial futures through high-quality service.
  • Vanguard offers a competitive benefits package including onsite health clinics, fitness centers, and up to 10% employer retirement contributions.
  • The position requires completing SIE and FINRA Series 6 & 63 licensing exams within department guidelines.

Matching Summary

Match Score: 85

Vanguard Australia is seeking a Bilingual (Spanish) Retirement Plan Services Representative to provide exceptional support to 401(k) plan participants. This hybrid role emphasizes client advocacy and offers extensive training, competitive compensation, and a robust benefits package.

Salary

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

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 and FINRA Series 6 & 63 licenses
  • No visa sponsorship available for this position

Work Rights

Not specified

Tailored Resume

Cover Letter