Bilingual Financial Customer Service Professional

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers and third-party plan specialists.

What you will do

Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to:

• Provide excellent service within our call center for our customers’ retirement savings accounts

• Educate and empower our customers without having to make cold calls or sales

• Communicate critical plan updates and changes

• Process contribution changes, loans, and withdrawals

• Process general account changes upon direction from the customer

• Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses

What you will bring

• Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday

• Associates degree or higher AND at least 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

• Fluency in both English and Spanish

• Capability to work overtime as required based on business need

What will set you apart:

• Financial Services or call center experience

• FINRA series 6 and 63 or higher equivalent licensure

• A passion for providing quality customer service

• Desire to engage with customers over the phone

• Capability to adapt communication style while servicing our diverse customer base

• Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Required Minimum Internet Specifications:

To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption.  Other necessary computer equipment, headset and training materials will be provided.

• Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality

• Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual