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About the role
Key responsibilities & impact- Provide customer service in a call center for customers’ retirement savings accounts
- Educate and empower customers without cold calls or sales
- Communicate critical plan updates and changes
- Process contribution changes, loans, and withdrawals
- Process general account changes at the customer’s direction
- Collaborate with a team of associates and partner with clients
- Complete paid associate training and receive continuous coaching
Requirements
What you’ll need- Availability to work a 40-hour work week outside traditional business hours, Monday through Friday, with an occasional Saturday
- Associate degree or higher and at least one year of customer service experience, or two or more years of customer service experience
- FINRA Series 6 and 63 or higher equivalent licensure
- Fluency in both English and Spanish
- Reliable high-speed internet with a wired connection
- Minimum service level of 50 Mbps download and 10 Mbps upload
- Direct Ethernet connection from computer to modem or router
- A place in the home to attend training and work without interruption
- Authorized to work for any employer in the U.S.; no employment visa sponsorship, including CPT/OPT
Benefits
Comp & perks- Paid associate training program
- Continuous coaching for role and career trajectory
- Medical, dental, vision and life insurance
- 401(k) plan with company matching contributions up to 6%
- Financial advisory services
- Potential company discretionary retirement contribution
- Broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment with option to wear jeans
- Paid time off program
- Ten paid company holidays
- Three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Paid parental leave
- Paid short- and long-term disability
- Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) open to all
- Necessary computer equipment, headset and training materials provided