- 经验
- 1年以上
- 薪水
- —
- 职位空缺
- 1
- 发布
- 页:1
- 工作模式
- 在办公室
- 学历
- High School diploma or GED
- 合格
- Candidates with a high school diploma or GED and at least 1 year of customer service experience can apply. No prior finance experience is required. Applicants should be able to work in a hybrid arrangement and remain open to overtime and changing shifts.
- 恢复
- 需要申请
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职位描述
About the company
The organization is a well-established name in financial services, known for supporting people and businesses with retirement planning, investment solutions, asset management, and advisory offerings. It emphasizes client-first service, technology-driven innovation, ethical practices, and a long record of reliable support for customers around the world.
Role overview
This full-time Financial Customer Associate position is suited to someone who wants to help people improve their financial well-being while building a career in financial services. Prior finance experience is not required. In this role, you will be the main contact for clients who need help with their 401(k) accounts, including questions about balances, withdrawals, loans, and account updates. You will also guide customers to educational resources so they can make more informed financial choices. The company supports new hires with structured training, coaching, and recognition programs to help them grow and succeed.
Qualifications
Applicants should have a high school diploma or GED and at least 1 year of customer service experience. Strong communication and listening skills are important, along with the ability to connect with people from different backgrounds and build trust quickly. You should be comfortable solving problems, adapting to changing situations, and using basic technology systems to navigate and troubleshoot issues. A self-driven attitude and willingness to work collaboratively are also important. The role requires flexibility for a hybrid work setup, along with possible overtime and changing shifts.
Responsibilities
- Handle customer questions by phone and through digital channels about 401(k) accounts, including balances, withdrawals, loans, and routine account servicing.
- Share accurate, timely guidance that helps clients understand their options and make sound financial decisions.
- Support customers in understanding retirement plans and available learning materials.
- Interact with professionalism, patience, and empathy while addressing a wide range of customer needs.
- Take part in training programs designed to strengthen product knowledge and service capabilities.
- Join team-based activities, wellness initiatives, and coaching sessions that encourage professional development.
- Work closely with teammates by sharing effective practices and contributing to a supportive work culture.
- Follow compliance rules and regulatory requirements related to financial services and customer communication.
Benefits
- Comprehensive health insurance coverage.
- Retirement plan support.
- Paid time off.
- Wellness programs and work-life balance resources.
- Ongoing learning and development opportunities.
- Internal mobility options for career growth.
- Leadership development support.
- Recognition programs to celebrate achievements and milestones.
Equal opportunity
The employer is committed to equal employment opportunity and maintaining an inclusive workplace. Hiring decisions are made without discrimination based on race, color, religion, gender, sexual orientation, gender identity or expression, age, disability, or other legally protected characteristics. All qualified candidates are considered in line with applicable laws and regulations.
Additional information
This is a full-time role based onsite in the United States. The position may involve hybrid flexibility, overtime, and varying shifts. The opportunity is open to candidates with no prior finance background, provided they meet the education and customer service experience requirements.