Financial Customer Service Representative

Job Summary

To support a growing team, the full-time Financial Customer Service Representative will provide exceptional service for retirement savings accounts, educate clients, and process account changes while working remotely.

Key responsibilities

• Deliver excellent customer service within the call center for retirement savings accounts
• Educate customers on plan updates and changes without engaging in cold calls or sales
• Process contribution changes, loans, withdrawals, and general account modifications as directed by customers

Required qualifications

• Availability to work a 40-hour week, including occasional Saturdays, outside of traditional business hours
• Associate's degree or higher and at least one year of customer service experience, or two or more years of customer service experience
• Capability to work overtime as required based on business needs
• Experience in financial services or call centers is preferred
• Reliable high-speed internet connection with a wired setup is mandatory