Customer Service Professional answering inquiries regarding retirement plans and providing customer service support. Collaborating with associates in a call center environment to assist customers effectively.
Responsibilities
Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists
Work in collaboration with a team of associates and launch your financial services career in our call center
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
Associate 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
Fluency in both English and Spanish
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)
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