Bilingual Customer Service Representative

Job Summary

Fluent in both English and Spanish, the full-time Bilingual Financial Customer Service Representative will provide exceptional service in a remote call center environment, assisting customers with their retirement savings accounts, processing account changes, and communicating important plan updates.

Key responsibilities

• Answer incoming inquiries regarding retirement plans from participants, employers, and third-party specialists
• Educate customers on their retirement savings accounts and process contributions, loans, and withdrawals
• Collaborate with team members and participate in ongoing training and coaching to enhance service delivery

Required qualifications

• Availability to work a 40-hour work week, including occasional Saturdays, outside traditional business hours
• Associates degree or higher **AND** at least one year of customer service experience **OR** two or more years of customer service experience
• Fluency in both English and Spanish
• Capability to work overtime as required based on business needs
• Reliable high-speed internet with a wired connection for remote work