Remote Customer Service Financial Professional | WFH

Job Title: Financial Customer Service Professional - Remote | WFH

Job Overview

Join a forward-thinking organization committed to empowering individuals to achieve their financial aspirations. As a Financial Customer Service Professional, you will significantly impact the lives of our clients while being part of a rewarding work culture that champions inclusivity and personal growth. Your career journey begins here!

Key Responsibilities

• Provide outstanding service to customers regarding their retirement savings accounts.
• Educate and empower clients without the pressure of sales or cold calling.
• Communicate essential updates and changes regarding their plans.
• Process requests for contribution changes, loans, and withdrawals efficiently.
• Manage account changes based on customer instructions.
• Take advantage of the opportunity to train for and obtain FINRA Series 6 & 63 licenses.
  
  

Required Skills

• A strong customer service orientation and a genuine passion for assisting others.
• Exceptional verbal communication skills to engage effectively with clients.
• Attention to detail when managing financial transactions and account changes.
• Ability to adapt communication styles to cater to a diverse client base.
• A willingness to learn and apply financial industry policies and procedures.
• Bilingual proficiency in English and Spanish is an asset.
  
  

Qualifications

• Availability to work a full-time schedule of 40 hours per week, with flexibility outside traditional hours (Monday to Friday) and occasional Saturdays.
• An associate degree or higher, combined with at least one year of customer service experience in fields such as food service, retail, hospitality, teaching, military, or banking, or two years of customer service experience.
• Openness to working overtime as required.
  
  

Career Growth Opportunities

Our organization is dedicated to fostering your professional development through a comprehensive paid training program and continuous coaching. We aim to support you in advancing your career in the financial services industry.

Company Culture And Values

We pride ourselves on creating an inclusive work environment that values diversity. Our Business Resource Groups (BRGs) promote a culture of belonging and support within our workforce.

Networking And Professional Opportunities

By joining our team, you will have the chance to connect with industry professionals and expand your network, facilitating collaboration and skill enhancement within the financial services sector.

Compensation And Benefits

We offer a competitive salary range of \(36,300 - \)49,950, complemented by a comprehensive benefits package, which includes:

• Medical, dental, vision, and life insurance.
• Retirement savings with a 401(k) plan that features generous company matching contributions (up to 6%).
• Tuition reimbursement up to $5,250 per year.
• A business-casual work environment with the option to wear jeans.
• Generous paid time off starting from day one, including holidays and floating holidays.
• Paid volunteer time (16 hours annually).
• Leave of absence programs, including paid parental leave and disability.
  
  

Equal Opportunity Employer

We are committed to building a diverse workplace. All individuals are encouraged to apply, and qualified applicants will be considered for employment regardless of any protected characteristics.

Employment Type: Full-Time