Remote Customer Service Financial Professional | WFH

Job Overview

We invite you to become a part of a dynamic organization that is committed to empowering individuals in achieving their financial aspirations and enhancing their personal wealth management strategies. Each member of our team plays a crucial role in positively transforming the lives of our clients. Here, we prioritize job satisfaction and offer you the freedom to champion causes important to you within an inclusive and vibrant work environment. Begin your journey with us today!

Key Responsibilities

Required

Embark on your financial services career in our supportive call center setting! No prior experience required! You will receive a robust foundation through our comprehensive paid training program, coupled with ongoing coaching to facilitate your success in your role and career advancement. You will be responsible for:

• Delivering outstanding service for our customers' retirement savings accounts.
• Educating and empowering customers without the pressure of cold calling or sales tactics.
• Communicating vital updates and modifications to plans.
• Processing contribution alterations, loans, and withdrawals.
• Managing general account modifications as requested by customers.
• Preparing for FINRA Series 6 & 63 licensing opportunities through training.
  
  

Required Skills

• Exceptional communication skills.
• Strong attention to detail.
• Ability to learn and apply financial industry policies and regulations.
• Bilingual fluency in English and Spanish is preferred.
• Adaptability in communication style to meet the needs of a diverse customer base.
• A genuine passion for delivering exemplary customer service.
  
  

Qualifications

• Availability for a 40-hour workweek, including some evenings and occasional Saturdays.
• An associate degree or higher, with a minimum of one year of customer service experience in relevant fields, or two or more years of customer service experience.
• A willingness to work overtime as required by business needs.
  
  

Career Growth Opportunities

As a valued member of our team, you will have access to numerous career development prospects that allow you to expand your expertise and advance within the company.

Company Culture and Values

We are proud to foster a diverse and inclusive work environment where every individual matters. Our organization is dedicated to creating an atmosphere that promotes job satisfaction and community involvement.

Compensation And Benefits

We offer a comprehensive benefits package designed to support your overall well-being and professional growth:

• Competitive salary range: \(36,300.00 - \)49,950.00.
• Medical, dental, vision, and life insurance.
• A generous 401(k) plan with company matching contributions (up to 6%).
• Tuition reimbursement up to $5,250 annually.
• A business-casual attire policy.
• Generous paid time off, including ten paid company holidays and three floating holidays each year.
• Paid volunteer time totaling 16 hours annually.
• Comprehensive leave of absence programs, such as paid parental leave and disability support.
• Business Resource Groups (BRGs) to foster community around shared experiences and identities.
  
  

Employment Type: Full-Time