Customer Service Representative in a key role supporting veterinary clinics and pet families. Building relationships and ensuring compassionate service during sensitive moments.
About the role
- Financial Customer Service Professional in call center handling customers’ retirement savings accounts. Collaborating with a team, providing excellent service, and training opportunities for financial licenses.
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
- Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses
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
- Fluency in both English and Spanish
- Financial Services or call center experience
- FINRA series 6 and 63 or higher equivalent licensure
- 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
- Required Minimum Internet Specifications: To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided. Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
- Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.
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.
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