Institutional Participant Service Representative

2 days ago


Scottsdale, Arizona, United States Vanguard Full time
About the Role

We are looking for an experienced Institutional Participant Service Representative to join our team at Vanguard. In this critical role, you will be the primary point of contact for external employers' 401(k) plan participants, providing exceptional support and guidance on their complex needs.

You will work closely with our internal stakeholders to ensure seamless service delivery, resolving issues efficiently and effectively.

Key Responsibilities
  • Assist with account and plan information, regulatory or tax-related issues, and financial and clerical transactions
  • Provide high-quality service to external employers' 401(k) plan participants
  • Work closely with internal stakeholders to ensure seamless service delivery
What You'll Need
  • Strong interpersonal and client relationship management skills
  • Customer-facing and/or in-bound phone experience
  • A learner's mentality and appetite for financial acumen
  • An undergraduate degree or equivalent experience (preferred)
Salary and Benefits

The estimated salary for this role is $48,000, with additional compensation opportunities for bilingual Spanish-speaking representatives.

You will also have the chance to earn licensing completion bonuses, additional hourly pay, and eligible company bonuses.

In addition, you can enjoy:

  • Premier training and development programs
  • An annual bonus based on company performance
  • 18 PTO days and 10 federal holidays
  • The unique ability to purchase an additional week of PTO
  • Industry-leading retirement savings
  • Best-in-class medical, dental, and vision coverage
  • Education benefits, including tuition reimbursement


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