Financial Customer Service Representative

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

📋 Description

• Collaborate with a team of associates to kickstart your career in financial services within our call center!

• Build a strong foundation through our paid associate training program and benefit from ongoing coaching for your role and career advancement.

• Deliver exceptional service to our customers regarding their retirement savings accounts within the call center.

• Educate and empower customers without the need for cold calling or sales.

• Communicate important updates and changes to plans.

• Manage contribution changes, loans, and withdrawals.

• Execute general account modifications as directed by the customer.

⛳️ Requirements

• Must be available for a full 40-hour work week, outside of standard business hours, from Monday to Friday, with the possibility of occasional Saturdays.

• An associate's degree or higher AND a minimum of one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience.

• Ability to work overtime as required by business needs.

• Experience in financial services or call center environments.

• A strong passion for delivering high-quality customer service.

• Willingness to engage with customers over the phone.

• Ability to adjust communication styles to serve our diverse customer base effectively.

• Strong attention to detail and capability to learn and implement financial industry policies, processes, and procedures.

• Required Minimum Internet Specifications: To ensure your success, you must provide reliable high-speed internet with a wired connection, as well as a designated area in your home for uninterrupted training and work.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings options, including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a wide range of investment choices.

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

• A business-casual environment that allows for jeans.

• Generous paid time off from the start, which includes a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our business and throughout the communities where we live, work, and play. BRGs are open to everyone.