Financial Customer Service Professional

Remote Jobs; Phoenix (AZ); Remote; USD 43,000 - 51,000; Full time

Job summary

A leading financial services employer is seeking a customer service representative to handle inquiries about retirement plans. This remote position offers a base salary up to $50,950, a comprehensive benefits package, and opportunities for career advancement. Candidates should possess strong communication skills, attention to detail, and a degree or relevant customer service experience. Join a company committed to diversity and inclusion.

Benefits

Medical, dental, and vision insurance

Paid volunteer time

Generous paid time off

Career training and coaching

Qualifications

• Must work a 40-hour week, including occasional Saturdays.
• Experience in customer service with at least one year required.

Responsibilities

• Answer telephone inquiries regarding retirement plans.
• Provide excellent service regarding retirement savings accounts.
• Educate customers on their retirement plans.

Skills

Strong communication skills

Attention to detail

Ability to engage with customers

Fluency in Spanish

Education

Associate degree or higher

Job description

Employer Industry: Financial Services

Why consider this job opportunity

• Base salary up to $50,950
• Opportunity for career advancement through a paid training program and continuous coaching
• Generous benefits package, including medical, dental, vision, and life insurance
• Flexible work environment with the option for remote work and a business-casual dress code
• Paid volunteer time and generous paid time off, including holidays
• A commitment to diversity and inclusion, with Business Resource Groups for community engagement

Job Responsibilities

• Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party specialists
• Provide excellent service to customers regarding their retirement savings accounts
• Educate and empower customers without making cold calls or sales
• Communicate critical updates and changes to retirement plans
• Process contribution changes, loans, withdrawals, and general account changes as directed by customers

Qualifications

• Availability to work a 40-hour work week, including outside traditional business hours and occasional Saturdays
• Associate degree or higher AND at least one year of customer service experience, or two or more years of customer service experience
• Strong communication skills and a desire to engage with customers over the phone
• Attention to detail and ability to learn financial industry policies and procedures
• Capability to adapt communication style to serve a diverse customer base

Preferred Qualifications

• Fluency in both English and Spanish
• Previous experience in financial services or a call center environment
• A passion for providing high-quality customer service
• Ability to engage effectively with customers over the phone
• Experience in adapting communication styles for diverse audiences

#FinancialServices #CustomerService #CareerGrowth #RemoteWork #DiversityAndInclusion

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