Financial Customer Associate - Bilingual- Merrimack
On-siteNew Boston, New Hampshire, United States
EXPIREDNew Boston, New Hampshire, United StatesOn-siteFull TimeEntry LevelHigh School Or EquivalentEnterprise
Full TimeEntry LevelHigh School Or EquivalentEnterprise
Job Summary
Answer customer questions regarding 401k account balances, withdrawals, loans, and account maintenance via phone. Assist clients in making clearer financial decisions and provide education or resources. Participate in a 14-week training cohort progressing from basic calls to sophisticated 401K plan discussions. Handle diverse situations driving toward resolution while navigating basic technology issues. Work full-time hours Monday through Friday, with post-training shifts running 8 hours between 10am and Midnight EST. Join team activities and receive career coaching after initial training.
Required Qualifications
- Bilingual (English and Spanish)
- Minimum 1 year of customer service experience
- High School diploma or GED
- Ability to establish rapport and relationships through effective communication
- Great listening skills, professionalism, and empathy toward others
- 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
- Must be able to work an 8hr shift between the hours of 10am – Midnight EST
- Must be able to work onsite (100% onsite presence)
Desired Qualifications
- Passion for helping people
- Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
- Provide outstanding customer service and communication via voice or digital channels
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