Financial Customer Service Professional

Role overview Support retirement plan participants, employers, and plan specialists by phone, helping customers understand and manage their savings accounts. The role combines customer service with account transactions and plan communications; paid training and ongoing coaching are provided.

Responsibilities - Answer incoming questions about retirement plans and savings accounts. - Explain plan information and updates in clear, customer-friendly language. - Process requested changes to contributions and general account details. - Handle customer-directed loan and withdrawal requests. - Work with colleagues to deliver consistent service without cold calling or sales.

Requirements - Be fluent in both English and Spanish. - Have an associate degree or higher plus at least one year of customer service experience, or at least two years of customer service experience. - Be available for 40 hours per week, Monday through Friday outside traditional business hours, with occasional Saturdays; shifts depend on business needs and may include closing shifts through 10 p.m. Eastern. - Be able to work overtime when needed. - For remote work, have a quiet home workspace and reliable wired internet of at least 50 Mbps download and 10 Mbps upload, connected by Ethernet.

Nice to have - Financial services or call center experience. - Strong attention to detail, comfort speaking with customers by phone, and the ability to adapt communication to a diverse customer base. - Interest in learning and applying financial policies and procedures.

Benefits and work setup - Paid training; computer equipment, headset, and training materials are provided. - Benefits include medical, dental, vision, and life insurance; a 401(k) with company matching; tuition reimbursement; paid time off and holidays; paid volunteer time; and leave programs. - The listed base salary range is $37,800–$51,975, with actual pay depending on location, experience, education, and skills.