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Bilingual Financial Services Representative
2 months ago
We're a growing organization that's changing lives for the better. Our associates contribute to helping people reach their long-term financial goals and provide personal wealth management strategies. You'll enjoy a truly inclusive work environment and the freedom to support causes that matter to you.
Key Responsibilities- Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists.
- Work collaboratively with a team of associates to launch your financial services career in our call center.
- 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, educate and empower customers, communicate critical plan updates, process contributions, loans, and withdrawals, and process general account changes.
- Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses.
- Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday.
- Associate's 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.
- Fluency in both English and Spanish.
- Capability to work overtime as required based on business need.
- 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.
- 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).