Remote Financial Wellness Associate

Location: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Compensation: Salary

Staff Reviewed: Wed, Jun 09, 2021

This job expires in: 17 days

Job Category: Customer Service

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Some College, Bachelors

Job Summary

A financial services institution is in need of a Remote Financial Wellness Associate.

Must be able to:

  • Assist customers over the phone, online, and through email
  • Troubleshoot questions on website navigation

Must meet the following requirements for consideration:

  • Able to identify other potential customer needs and offer tailored solutions
  • Keen problem solver
  • Proficiency with a keyboard and window-based applications, including Internet
  • Able to learn, retain, and solution on numerous product offerings across several different businesses

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