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Retirement Plan Services Representative (PA) @ Vanguard

Malvern, Arkansas, USOnsiteFull Time
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About this role

Retirement Plan Services Representative (PA) at Vanguard. Location: Malvern, Pennsylvania, United States. Role: supporting participants, handling inquiries, processing transactions Requirements: Customer-facing phone and written support for 401(k) participants; ability to complete SIE and obtain Series 6 & 63; strong interpersonal and CRM skills; undergraduate degree preferred. Category: Finance and Accounting Seniority: Entry Level Tools: CRM Certifications: sie, series 6, series 63 Commitment: Full Time Workplace: Hybrid Languages: English

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