Financial Customer Associate

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

📋 Description

• Support customers in enhancing their confidence and making informed choices.

• Assist with a variety of inquiries, including providing information on 401k account balances and facilitating withdrawals, loans, and account maintenance.

• Participate in a training cohort designed to educate about the financial services sector.

• Cultivate customer service abilities while managing diverse situations and discussions aimed at achieving resolutions.

⛳️ Requirements

• At least 1 year of experience in customer service.

• A High School diploma or GED is mandatory.

• Capability to build rapport and relationships through effective communication.

• Excellent listening skills, professionalism, and a sense of empathy toward others.

• Competence in navigating and resolving basic technology issues or systems.

• A self-driven team member with strong interpersonal skills who contributes energy and enthusiasm to the team.

🏝️ Benefits

• Exceptional customer service and communication through voice or digital channels.

• Support for well-being.

• Career coaching opportunities.

• Rewards & Recognition program that celebrates accomplishments.