Financial Wellness Specialist-Tier 1

Remote Jobs; United States; Remote; USD 60,000 - 80,000; Part time

Job summary

A financial services firm is seeking a skilled customer service representative to evaluate clients' financial situations and recommend strategies to help achieve their financial goals. The ideal candidate will have 1-2 years of experience in customer service and strong relationship-building skills. This position offers a competitive salary, flexible schedule, and comprehensive benefits including medical and dental insurance.

Benefits

Comprehensive medical insurance

Tuition reimbursement

401k with company match

Flexible scheduling

Qualifications

• 1-2 years of customer service experience.
• Ability to motivate and assist clients.
• Fluency in Spanish is a plus.

Responsibilities

• Evaluate clients' financial situations.
• Develop budgets for clients.
• Recommend strategies to achieve financial goals.
• Communicate financial concepts to clients.
• Maintain accurate client records.

Skills

Customer service experience

Relationship-building skills

Motivational skills

Proficiency in Microsoft Office Suite

Education

High school diploma or equivalent

Job description

Overview

Employer Industry: Financial Services

Why consider this job opportunity

• Salary up to $21.00 per hour
• Comprehensive medical, dental, and vision insurance programs
• Tuition reimbursement program to support your education
• 401k retirement savings program with company match
• Opportunity to obtain industry-appropriate counseling certification within six months of hire
• Flexible schedule with availability for nights, weekends, and holidays

What to Expect (Job Responsibilities)

• Evaluate clients\' financial situations, including income, assets, debts, expenses, and credit reports
• Develop budgets and calculate clients\' ability to meet debt obligations
• Recommend strategies, programs, and services that assist clients in achieving financial goals
• Communicate complex financial concepts clearly and empathetically to clients
• Maintain accurate client records and provide educational materials for financial planning

What is Required (Qualifications)

• 1-2 years of customer service experience
• Proven relationship-building skills with empathy and professionalism
• Ability to motivate, influence, and assist clients in improving their financial situations
• Proficiency in operating systems, internet browsers, Microsoft Office Suite, and multitasking across multiple programs
• High school diploma or equivalent combination of education and experience

How to Stand Out (Preferred Qualifications)

• 1-2 years of experience in financial services, call centers, sales, counseling, social services, psychology, or coaching
• Oral and written fluency in Spanish is a plus
• Associate or bachelor\'s degree, or equivalent combination of education and experience

About the Employer

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.