Bilingual Financial Customer Service Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Respond to incoming phone inquiries about retirement plans from participants, employers, and third-party plan specialists.

• Deliver customer service for retirement savings accounts in a call center environment.

• Educate and empower customers without engaging in cold calls or sales activities.

• Communicate essential updates and changes regarding plans.

• Handle contribution changes, loans, and withdrawals.

• Execute general account modifications as directed by the customer.

• Work collaboratively with associates, teams, and clients.

• Engage in paid training for associates and ongoing coaching.

⛳️ Requirements

• An associate's degree or higher, along with at least one year of customer service experience, or two or more years of customer service experience.

• Proficiency in both English and Spanish.

• Availability to work a 40-hour week outside of traditional business hours, Monday through Friday, including occasional Saturdays.

• Willingness to work overtime as needed based on business requirements.

• Access to reliable high-speed internet with a wired connection.

• Minimum internet service speed of 50 Mbps for downloads and 10 Mbps for uploads.

• Ability to connect the computer directly to a modem or router using an Ethernet cable.

• A quiet home workspace suitable for training and work without interruptions.

• Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship is available, including CPT/OPT.

• Experience in financial services or call center settings is advantageous.

• Strong attention to detail and the ability to learn and apply policies, processes, and procedures in the financial industry.

🏝️ Benefits

• Comprehensive paid training program for associates and ongoing coaching.

• Medical, dental, vision, and life insurance coverage.

• 401(k) plan with company matching contributions up to 6%.

• Access to financial advisory services.

• Potential for company discretionary retirement contributions.

• A wide range of investment options.

• Tuition reimbursement up to $5,250 per year.

• A business-casual environment with the option to wear jeans.

• Paid time off program.

• Ten paid company holidays and three floating holidays each year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability coverage.

• Family and Medical Leave (FMLA).

• Business Resource Groups accessible to all employees.

• Necessary computer equipment, headset, and training materials will be provided.