Job Description
About the position
- Responsibilities
- Answer client requests and complete transactions to resolve client needs.
- Assist external employers' 401(k) plan participants with account and plan information.
- Handle regulatory or tax-related issues via inbound phone calls and written communication.
- Provide support for financial and clerical transactions.
- Escalate issues as necessary.
- Requirements
- Bilingual in Spanish and English.
- Bachelor's degree or equivalent experience preferred.
- Ability to complete the SIE (Securities Industry Essentials) exam and obtain Series 6 & 63 FINRA licenses within department guidelines.
- Strong interpersonal and client relationship management skills.
- Customer-facing and/or inbound phone experience.
- Financial acumen and communication skills.
- Nice-to-haves
- Entry-level experience in a customer service role.
- A learner's mentality and an appetite for financial knowledge.
- Benefits
- Paid training
- Health insurance
- Dental insurance
- Tuition reimbursement
- Paid time off
- Parental leave
- Vision insurance
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