Retirement Plan Specialist

We are looking for a highly motivated Retirement Plan Specialist to join the Vanguard team. This role requires a detail-oriented professional with exceptional customer service and communication skills. In this role, you will assist Vanguard clients in managing their retirement plan investments and developing successful strategies. To be successful in this role, you should have a deep knowledge of retirement plans, financial markets, and investments. You must also be able to build strong relationships with clients and colleagues and possess excellent problem-solving and analytical skills. If you are an experienced Retirement Plan Specialist who is passionate about helping our clients achieve their retirement goals, we would love to hear from you!

Responsibilities:

1. Offer expert advice and assistance to Vanguard clients in managing their retirement plan investments and developing successful investment strategies.
2. Research and analyze financial markets and investments in order to provide clients with informed advice and guidance.
3. Respond to client inquiries and requests in a timely and professional manner.
4. Maintain comprehensive knowledge of Vanguard’s retirement plans and other investment products.
5. Collaborate with colleagues to ensure effective client service delivery.
6. Monitor and report on client accounts to ensure successful retirement plan performance.
7. Develop and nurture strong relationships with clients and colleagues.
8. Identify potential issues and develop solutions to maximize client satisfaction.
9. Prepare reports and other documents related to retirement plan investments.
10. Utilize problem-solving and analytical skills to effectively assess retirement plan performance.

According to JobzMall, the average salary range for a Retirement Plan Specialist in Mumbai, Maharashtra, India is between Rs. 2,00,000 and Rs. 4,00,000 annually. This range can vary depending on the experience and qualifications of the individual.

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.