Financial Customer Service Professional

About Our Client:The organization operates within the financial services industry, focusing on retirement plans and retirement savings accounts. It addresses challenges faced by individuals and employers in managing retirement benefits and improving financial security. The organization emphasizes a flexible work environment, internal mobility, and community involvement, aiming to create an inclusive and supportive workplace. About the Opportunity:The FINANCIAL CUSTOMER SERVICE PROFESSIONAL is responsible for handling incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists. This role impacts the organization by delivering essential support and education to customers, empowering them to manage their retirement savings effectively. It contributes by ensuring customer needs are met with clear communication and accurate processing of account-related transactions. Responsibilities:Answer incoming calls related to retirement plan inquiriesProvide excellent customer service within the call center environmentEducate and empower customers without sales solicitationsCommunicate critical updates and changes to retirement plansProcess contribution changes, loans, withdrawals, and general account updates as directed by customers Requirements:Availability to work 40 hours per week, including evenings Monday through Friday and occasional SaturdaysAssociate degree or higher with at least one year of customer service experience, or two or more years of customer service experienceFluency in English and SpanishAbility to work overtime as neededReliable high-speed internet with wired connection and a suitable home workspace Pay Range and Compensation Package:Base salary range $37,800.00 to $51,975.00Non-sales positions may participate in a bonus program; sales positions may qualify for sales incentives or bonuses Benefits & Perks:Medical, dental, vision, and life insurance401(k) retirement savings plan with company matching contributions up to 6% and additional potential discretionary contributionsTuition reimbursement up to $5,250 per yearPaid time off upon hire, including 10 company holidays and 3 floating holidays annuallyPaid volunteer time of 16 hours per calendar yearPaid parental leave, paid short- and long-term disability, and Family and Medical LeaveBusiness-casual dress environment Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin. Note:RemoteHunter is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.