About This Role
Helping customers feel more confident and make clearer financial decisions is the core of this customer service job. You will assist with a broad range of needs including answering questions about 401k account balances, withdrawals, loans, and account maintenance. This role is a springboard to a career in financial services; you do not need a finance background to succeed.
Responsibilities
- Join a training cohort of associates during the first 14 weeks to become a Financial Customer Associate, starting with basic customer calls and progressing to more sophisticated calls related to clients' 401K plans
- Continue taking customer calls in subsequent months to develop and hone skills
- Participate in team activities, get well-being support, and career coaching during dedicated time away from assisting customers
- Help customers feel more confident, make clearer decisions, and achieve their financial dreams
- Assist with a broad range of needs including answering questions about 401k account balance, helping to make withdrawals, loans, account maintenance, and providing education or resources
- Provide outstanding customer service and communication via voice or digital channels
Requirements
- Ability to establish rapport and relationships through effective communication
- Great listening skills, professionalism, and empathy toward others to support the challenges of diverse customers
- Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
- Proficiency in navigating and troubleshooting basic technology issues or systems
- Handle a variety of situations and conversations driving towards a resolution suitable for all
- Self-motivated teammate with strong social skills who brings energy and passion to the team
- Minimum 1 year of customer service experience
- High School diploma or GED required
- Passion for helping people
- Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Benefits
- Rewards & Recognition program as you progress through the program
- Benefit programs designed to help you and your loved ones strike the perfect balance
Important Details
- Schedule: Monday – Friday; training hours are 8:30am – 5:00pm EST; post-training must be able to work an 8-hour shift between 8:30am – 8:30pm EST
- Work format: Required to be onsite for one week (M-F, all 5 days) out of every four weeks; onsite expectations are likely to evolve
Other Conditions
- Immigration sponsorship will not be provided for this position
