Remote Jobs
Financial Customer Service Professional
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Job Description
- Req#: R.0051951
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $50,950
- Opportunity for career advancement and growth within the organization
- Flexible remote work option with occasional in-office requirements
- Comprehensive benefits package including medical, dental, vision, and life insurance
- Generous paid time off and paid volunteer time
- Supportive and inclusive work environment with Business Resource Groups
What to Expect (Job Responsibilities):
- Provide exceptional service in the call center for customer retirement savings accounts
- Educate and empower customers without making cold calls or sales
- Communicate important plan updates and changes to customers
- Process contribution changes, loans, withdrawals, and general account changes
- Train and study to obtain FINRA Series 6 & 63 licenses
What is Required (Qualifications):
- Availability to work a 40-hour work week, including outside traditional business hours
- Associate's degree or higher AND at least one year of customer service experience, or two or more years of customer service experience
- Capability to work overtime as needed based on business demand
- Reliable high-speed internet with a wired connection for remote work
- Attention to detail and ability to learn financial industry policies and procedures
How to Stand Out (Preferred Qualifications):
- Fluency in both English and Spanish
- Experience in financial services or call center environments
- FINRA Series 6 and 63 or higher equivalent licensure
- Passion for providing quality customer service
- Ability to adapt communication style for a diverse customer base
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