Financial Customer Service Associate
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Job Summary
Working remotely on a full-time basis, the Financial Customer Service Associate will manage incoming inquiries regarding retirement plans, provide customer service for retirement savings accounts, and process account changes in a call center environment.
Key responsibilities
- Provide excellent service to customers regarding their retirement savings accounts
- Educate customers on plan updates and process contribution changes, loans, and withdrawals
- Collaborate with team members and participate in ongoing training and coaching
Required qualifications
- Availability to work a 40-hour week, including evenings and occasional Saturdays
- Associates degree or higher with at least one year of customer service experience, or two years of customer service experience
- Fluency in both English and Spanish
- Ability to work overtime as needed based on business requirements
- Reliable high-speed internet with a wired connection for remote work
Complete Job Description
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