Retirement Plan Specialist

Vanguard is searching for a Retirement Plan Specialist to join our team and help us provide our clients with the best retirement plan services. This role requires a highly organized, detail-oriented individual with excellent customer service abilities and an in-depth knowledge of retirement plans. The ideal candidate should have a passion for helping others achieve their financial goals and a commitment to providing the highest-quality customer service.The Retirement Plan Specialist must possess a Bachelor’s degree in finance, accounting, or a related field and at least three years of experience in the retirement plan industry. They must also have a strong understanding of the regulations and compliance requirements associated with retirement plans. Additionally, the Retirement Plan Specialist should be a skilled communicator with the ability to effectively explain complex concepts to clients.If you have the qualifications and enthusiasm to join the Vanguard team and help us provide our clients with the best retirement plan services, then we invite you to apply for the Retirement Plan Specialist position.

Responsibilities:

1. Develop and maintain positive relationships with clients, providing exceptional customer service.
2. Provide high-quality support, advice, and guidance to clients regarding retirement plans.
3. Analyze and interpret retirement plan regulations, guidelines, and compliance requirements.
4. Develop strategies to help clients meet their retirement plan goals.
5. Monitor retirement plan performance, making adjustments as needed.
6. Research and stay current on changes in the retirement plan industry.
7. Prepare detailed documents, reports, and presentations related to retirement plans.
8. Prepare and submit retirement plan applications and other required documents.
9. Educate clients on the features and benefits of various retirement plans.
10. Identify and resolve client issues in a timely manner.

According to JobzMall, the average salary range for a Retirement Plan Specialist in Philadelphia, PA, USA is $50,000 to $80,000 per year. The exact salary amount will depend upon factors such as the employee's experience level, education, and certifications.

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.