Financial Customer Service Professional launching careers in financial services through call center support. Providing account service and education for customers’ retirement savings accounts from remote locations.
Responsibilities
Work in collaboration with a team of associates and launch your financial services career in our call center!
Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory.
Provide excellent service within our call center for our customers’ retirement savings accounts
Educate and empower our customers without having to make cold calls or sales
Communicate critical plan updates and changes
Process contribution changes, loans, and withdrawals
Process general account changes upon direction from the customer
Requirements
Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
Capability to work overtime as required based on business need
Financial Services or call center experience
A passion for providing quality customer service
Desire to engage with customers over the phone
Capability to adapt communication style while servicing our diverse customer base
Attention to detail and ability to learn and apply financial industry policies, processes, and procedures
Benefits
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Customer Service Advisor handling phone inquiries for Entel Chile. Offering benefits and promotions to retain users while working in Lima remotely after initial onsite training.
Global HR Support Specialist managing recruitment administrative tasks and assisting business leaders. Support position management and ensure day - to - day operations of Global Talent Acquisition processes.
Customer Care Specialist assisting clients with their inquiries and providing solutions at Lyka, an Australian pet wellness company. Engaging customers with information about dog nutrition and wellness.
Mortgage Servicing Representative assisting clients with FHA inquiries. Providing customer service via calls and emails, with a focus on mortgage policy knowledge.
Customer Care Agent at Porsche Digital in Barcelona providing exceptional customer service and support. Engaging with customers and enhancing their experience with Porsche products and services.
Operations Customer Expert providing customer service in Saarbrücken, Germany. Handling customer inquiries and managing complaints with a focus on service orientation.
Sales Support Representative at RNDC, collaborating with sales team to manage order delivery and customer support. Building strong relationships and ensuring effective merchandising in the wine and spirits industry.
System Support Specialist responsible for troubleshooting and supporting Policy Administration Systems. Collaborating with underwriting and finance teams in an insurance organization environment.