Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers and third-party plan specialists.
Work in collaboration with a team of associates and 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.
Provide excellent service within our call center for our customers’ retirement savings accounts
Educate and empower our customers without having to make 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

Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
Associates 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

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)
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 open to all.

Bilingual Financial Customer Service Representative

Key skills