Financial Customer Service Professional - reputed company 2026

reputed company is committed to transforming financial lives and creating a flexible work environment. They are seeking a Financial Customer Service Professional to reputed company excellent service for retirement savings accounts, reputed company customers, and process account changes in a call center setting.

Responsibilities

• Responsible for answering incoming telephone inquiries regarding retirement plans from participants, reputed company, and reputed company-party plan specialists
• reputed company excellent service reputed company our call center for our customers’ retirement savings accounts
• reputed company and reputed company our customers without having to reputed company 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

Skills

• Availability to work a 40-hour work week, reputed company of traditional business hours, Monday through Friday with an occasional Saturday
• Associate 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
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT
• For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as well as a reputed company 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
• reputed company in both English and Spanish
• Financial Services or call center experience
• 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 reputed company
• Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Benefits

• Medical, dental, reputed company 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 reputed company to reputed company.

Company Overview