Remote Professional Financial Customer Service | WFH at Get It Recruit - Finance

Job Overview

We invite you to join a leading organization committed to empowering individuals in achieving their long-term financial aspirations through tailored wealth management solutions. Each member of our team plays a critical role in positively influencing the lives of our clients. Experience unparalleled job satisfaction while enjoying the freedom to champion causes that resonate with you in an inclusive workplace. Your promising career journey begins here!

Key Responsibilities

In this rewarding role within our supportive call center environment, you will have the opportunity to embark on a career in financial services. Regardless of your prior experience, our comprehensive paid training program will equip you with a solid foundation and continuous coaching to ensure your success. Your responsibilities will include:

• Providing outstanding service for customers' retirement savings accounts.
• Educating and empowering clients without engaging in cold calling or sales.
• Communicating significant updates and modifications to plans.
• Processing contribution changes, loans, and withdrawals.
• Assisting customers with general account modifications as required.
• Engaging in training to obtain FINRA Series 6 & 63 licenses.
  
  

Required Skills

To excel in this position, we seek candidates who possess:

• Excellent customer service capabilities.
• Strong communication skills.
• A keen attention to detail and the ability to learn and apply financial policies and procedures.
• Flexibility in communication style to cater to our diverse clientele.
  
  

Qualifications

The ideal candidate will meet the following qualifications:

• Ability to commit to a 40-hour work week outside of traditional business hours, Monday through Friday, with occasional Saturday shifts.
• An associate degree or higher, along with at least one year of customer service experience (in sectors such as food service, retail, hospitality, teaching, military, or banking), or a minimum of two years of customer service experience.
• Willingness to work overtime based on business needs.
  
  

Career Growth Opportunities

This position offers substantial potential for professional development as you grow your expertise in financial services and customer engagement. Our organization values continuous learning and supports your aspirations to advance within the industry.

Company Culture And Values

We pride ourselves on fostering a diverse and inclusive environment where every employee is encouraged to thrive. Our core values emphasize collaboration, respect, and dedication to making a positive impact in our clients’ lives.

Compensation And Benefits

We offer an array of competitive benefits tailored to support you at every career stage, including:

• Medical, dental, vision, and life insurance.
• Retirement savings plan (401(k)) with generous matching contributions (up to 6%).
• Tuition reimbursement up to $5,250 annually.
• Generous paid time off, including a comprehensive paid time off program, ten paid company holidays, and three floating holidays each year.
• Paid volunteer time — 16 hours annually to help you support your community.
• Business Resource Groups (BRGs) to enhance education and engagement within our community.
  
  

We are an equal opportunity employer committed to diversity. We encourage individuals from all backgrounds to apply.

Employment Type: Full-Time