Bilingual Financial Customer Service Representative
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Bilingual representative supporting U.S. retirement-plan customers at Empower. Handling account changes, loans, withdrawals and plan inquiries in a remote call center.
Responsibilities:
- Answer incoming telephone inquiries regarding retirement plans from participants, employers and third-party plan specialists
- Provide customer service for customers’ retirement savings accounts in a call center
- 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 associates, teams and clients
- Participate in paid associate training and continuous coaching
Requirements:
- Associates degree or higher and at least one year of customer service experience, or two or more years of customer service experience
- Fluency in both English and Spanish
- Availability to work a 40-hour work week outside traditional business hours, Monday through Friday, with an occasional Saturday
- Capability to work overtime as required based on business need
- Reliable high-speed internet with a wired connection
- Minimum internet service level of 50 Mbps download and 10 Mbps upload
- Ability to connect the computer directly to a modem or router using an Ethernet cable
- A quiet home workspace for training and work without interruption
- Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship available, including CPT/OPT
- Financial services or call center experience is a plus
- Attention to detail and ability to learn and apply financial industry policies, processes and procedures
Benefits:
- Paid associate training program and continuous coaching
- 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 and three floating holidays annually
- 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 open to all
- Necessary computer equipment, headset and training materials provided
Similar Jobs
Player Support Agent, German Speaker
Remote German-speaking Player Support Agent assisting gamers across live gaming projects. Handling tickets, investigating issues, documenting bugs, and escalating complex player-support cases.
Customer Service Specialist
Customer Service Specialist managing vulnerable-customer caseloads for Teleperformance UK. Conducting evidence-based interviews, assessments, and case management from home.
Registered Financial Customer Service Professional
Registered financial customer service professional answering retirement-plan inquiries for Empower, a financial services company. Processing transactions and guiding participants through account and loan services.
People Support Specialist
People Support Specialist supporting HR, payroll, data and compliance operations at One New Zealand, a telecommunications company. Improving employee experience through accurate, customer-focused People services.
Customer Support, Virtual Assistant
Customer Support & Virtual Assistant supporting customers of a technology and AI consulting business serving commercial construction. Handling troubleshooting, administration, meetings, follow-ups, and AI-powered organisation.
Customer Service Representative
Customer Service Representative conducting candidate screenings for High Scale, a global video advertising agency. Supporting recruitment operations and delivering a strong candidate experience.
Player Support Agent, German Speaker
Remote German-speaking Player Support Agent assisting gamers across live titles for TransPerfect. Handling tickets, investigating issues, and escalating bugs within global gaming support teams.
Player Support Agent – German Speaker
Remote German-speaking Player Support Agent assisting players across live gaming projects for TransPerfect. Handling tickets, escalations, reporting, and game-related support.
Key Client Support Specialist
Key Client Support Specialist supporting Horizon BCBSNJ health insurance account teams and SHBP stakeholder relationships. Managing billing operations, forecasts, plan implementations, and vendor integrations.
Customer Support Specialist
Customer Support Specialist handling customer requests, data verification, CRM hygiene, and reporting workflows. Supporting Pearl’s mission to make home performance visible and valuable in real estate.
Customer Care Specialist
Customer Care Specialist resolving complex and executive escalations for Granicus, a govtech software provider. Moderating customer communities and coordinating cross-functional case resolution.
Customer Support Representative
Customer Support Representative supporting Spanish- and English-speaking SaaS clients remotely in Peru. Managing tickets, onboarding, troubleshooting, and bilingual documentation.
Customer Support Representative – Phone Support
Remote customer support representative handling inbound customer interactions for national brands. Assisting with service requests, account needs, and product support through guided systems.
Customer Service Representative – Inbound Calls
Remote inbound customer service representative supporting national brands for Genesis Call Center. Handling customer questions, service requests, account needs, and product support.
Customer Service Agent – Inbound Support
Inbound customer service agent supporting national brands with questions, service requests, account needs, and product support. Handling interactions through Genesis Call Center’s guided cloud-based systems.
Inbound Customer Support Agent
Inbound customer support agent assisting customers for national brands through Genesis Call Center. Handling service requests, account needs, and product support using guided cloud-based systems.
Tax Clerk (StFa) in Customer Support – Customer Success and Accounting
Customer-Support-Spezialist für Buchhaltungssoftware bei BuchhaltungsButler. Betreuung von E-Commerce- und SaaS-Kund:innen, Demo-Calls und Content-Erstellung.
Customer Service Team Leader
Remote Customer Service Team Leader guiding associates for a fast-growing specialty coffee and beverage retailer. Coaching performance, resolving escalations, and improving customer experience.
Customer Service Associate
Customer Service Associate supporting customers for a U.S. specialty coffee and beverage retailer. Handling phone, chat, and email inquiries, orders, accounts, and issue resolution.
Customer Service Associate
Remote Customer Service Associate supporting customers of a growing U.S. specialty coffee and beverage retailer. Handling phone, chat, email, orders, accounts, and issue resolution.