Enable job alerts via email!

Financial Customer Service Professional

RemoteWorker US

Aurora (IL)

Remote

USD 38,000 - 54,000

Full time

2 days ago

Be an early applicant

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

RemoteWorker US is seeking a Financial Customer Service Professional to join their team. This entry-level role involves providing exceptional service to customers regarding retirement savings accounts while promoting financial empowerment through relevant communications. Candidates should have an associate’s degree or higher, and the opportunity for career growth within a supportive environment is emphasized. This position requires a commitment to work 40 hours a week with some flexibility in hours.

Benefits

Medical, dental and vision insurance

401(k) plan with company matching contributions

Tuition reimbursement up to $5,250/year

Generous paid time off and holidays

Paid volunteer time

Qualifications

Requires customer service experience, preferably in financial services or call center.
Education level must be an Associates degree or higher or two years of service experience.
Fluency in English and Spanish is a plus.

Responsibilities

Provide excellent service for customers’ retirement savings accounts.
Process contribution changes, loans, and withdrawals.
Communicate critical plan updates and changes.

Skills

Customer service

Attention to detail

Communication

Fluency in Spanish

Education

Associates degree or higher

Join to apply for the Financial Customer Service Professional role at RemoteWorker US

20 hours ago Be among the first 25 applicants

Join to apply for the Financial Customer Service Professional role at RemoteWorker US

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

While this is a remote position, candidates must be willing to come into the office 4 to 6 times per year**

8515 E. Orchard Road

Greenwood Village, CO 80111

What You Will Do

Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to:

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

What You Will Bring

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

What Will Set You Apart

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

While this is a remote position, candidates must be willing to come into the office 4 to 6 times per year **

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.

#PJPS

What We Offer You

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
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.

Base Salary Range

$38,900.00 - $53,450.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer

Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

07-07-2025

Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.

Workplace Flexibility: Hybrid

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Other
Industries
Staffing and Recruiting

Referrals increase your chances of interviewing at RemoteWorker US by 2x

Get notified about new Customer Service Specialist jobs in Aurora, CO.