Financial Customer Service Associate - Hybrid Opportunity

Description

Are you ready to launch your career in customer service? This role offers a hybrid work model, balancing remote work and on-site participation in our Covington office. Our Customer Service role is a stepping stone to an exciting career where you can make a genuine impact on customers’ lives.

Benefits

• Maternal and Parental Leave
• Tuition Reimbursement and Student Loan Assistance
• 401(K) with Match
• Comprehensive Health, Dental, and Vision Insurance
• Disability Insurance
• Paid Time Off and Commuter Benefits
• Backup Dependent Care and Charitable Match
• Wellness Programs and Fitness Reimbursement
• Concierge Services
  
  

Responsibilities

In this role, you’ll empower customers to make informed financial decisions and achieve their dreams. You’ll handle a variety of inquiries, from account balances to fund transfers, and guide customers to helpful resources.

How It Works

• Join a group of associates in a Customer Service role.
• Spend the first six months training to become a Financial Customer Associate, progressing from basic to more complex customer interactions, including digital channels.
• Continue to support customers, with time allocated for team activities, well-being support, and career coaching.
• Opportunity to obtain FINRA Series 7 and 63 licenses, depending on your career path.
  
  

Advantages Of The Program

• Industry-leading training to develop customer engagement skills.
• Rewards and recognition for your achievements.
• Dedicated career coaching to help you identify and pursue your ideal career path.
  
  

Skills You Bring

• Excellent communication skills to establish rapport with customers.
• Listening and compassion skills to support our diverse customers.
• Adaptability and flexibility to thrive in various work environments.
• Strong problem-solving skills and a self-motivated team spirit.
• Ability to type 40 words per minute and pass a standard English grammar test.
  
  

The Value You Deliver

• A passion for helping people.
• Desire for continual learning and quick application of new concepts.
• Outstanding customer service and communication via voice or digital channels.
  
  

Shifts And Hours

Monday - Friday. Training hours are 8:30 AM - 5:00 PM EST. Post-training, you must be able to work an 8-hour shift between 12:00 noon - 8:30 PM EST.

Join Us

We offer a supportive and inclusive work environment where you can build a meaningful career. We’re committed to our employees’ growth and well-being, both at work and at home. No finance background is required—we provide ample learning opportunities to help you build the career you’ve always imagined.

We are an equal opportunity employer and welcome applicants from diverse backgrounds. Accommodations for applicants with disabilities are available upon request.

Certifications And Background Checks

Certain roles may require candidates to undergo a preliminary credit check and background investigation, which may include criminal, civil litigations, regulatory review, employment, education, and credit review. A pre-employment drug screen may also be conducted where permitted by law.

Employment Type: Full-Time