Customer Service Representative

Job Summary:

Seeking a dedicated professional to provide financial customer support. This role involves assisting customers with inquiries related to their 401(k) accounts, transactions, and account maintenance. Comprehensive training will be provided, with potential opportunities to serve Spanish-speaking customers.

Responsibilities:

• Respond to customer inquiries regarding financial accounts and transactions.
• Assist with account maintenance, withdrawals, loans, and general financial education.
• Develop rapport with customers and provide exceptional service through voice or digital channels.
• Maintain professionalism, empathy, and active listening to resolve customer concerns effectively.
• Navigate and troubleshoot financial systems and technology platforms.
• Participate in ongoing training and professional development programs.

Qualifications and Experience:

• Minimum of one year of customer service experience.
• High school diploma or GED required.
• Strong communication and interpersonal skills.
• Ability to adapt to various work environments, including hybrid or remote settings.
• Proficiency in handling customer interactions with professionalism and problem-solving skills.
• Fluency in English is required; bilingual proficiency in Spanish is a plus.

Benefits:

• 401(k) with a 7% company match.
• Health, dental, and vision insurance.
• Paid time off and parental leave.
• Tuition reimbursement and student loan assistance.
• Wellness programs and fitness reimbursement.
• Backup dependent care and concierge services.

About Company:

A leading financial services firm dedicated to strengthening clients' financial well-being. The company provides investment solutions, retirement planning, and financial guidance. Recognized as a top workplace, it offers a collaborative and growth-oriented environment.