Institutional Participant Services Associate

4 days ago


Scottsdale, Arizona, United States Vanguard Full time
Key Responsibilities
  • Provide high-quality service across Institutional Participant Services
  • Support external employers' 401(k) plan participants with their dynamic and complex needs
  • Assist with account and plan information, regulatory or tax-related issues, financial and clerical transactions
  • Complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines
Benefits
  • Competitive salary: $48,000
  • Additional compensation opportunities for bilingual Spanish speaking representatives
  • Industry-leading retirement savings up to 4% matched contributions
  • Premier training and development programs
  • Taxable annual FlexFund stipend: $1,500
  • Annual bonus (known internally as partnership)
  • 18 PTO days and 10 federal holidays
  • Purchase an additional week of PTO
What it Takes
  • Strong interpersonal and client relationship management (CRM) skills
  • Customer-facing experience
  • Learners' mentality and appetite for financial acumen
  • Undergraduate degree or equivalent experience
Working at Vanguard

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.



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