Financial Customer Service Representative

Job Summary

A company is looking for a Financial Customer Service Professional.

Key Responsibilities

• Answer incoming inquiries regarding retirement plans from participants, employers, and third-party specialists
• Educate customers on their retirement savings accounts and communicate plan updates
• Process account changes, contribution changes, loans, and withdrawals as directed by customers

Required Qualifications

• Availability to work a 40-hour week, including outside traditional business hours
• Associate 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 is preferred
• Experience in financial services or call center is a plus
• Desire to engage with customers and adapt communication style to diverse clientele