Bilingual Participant Services Representative

Job Summary

Fluent in both English and Spanish, the full-time hourly Bilingual Participant Services Representative will provide exceptional customer service to 401(k) participants through phone, email, and chat interactions, while working remotely from specified states.

Key responsibilities

• Respond to inbound inquiries regarding 401(k) plan details, investment options, and account access
• Guide participants through online account registration and troubleshoot login issues
• Utilize CRM systems to document interactions and resolve participant issues efficiently

Required qualifications

• 1+ years of customer service experience, preferably in financial services or retirement plans
• High school diploma or GED required; additional education in finance or business is a plus
• Fluency in reading, writing, and speaking in both English and Spanish
• Understanding of retirement plan concepts is preferred
• Proficiency in Microsoft Office and web-based applications