Financial Customer Associate - Merrimack
On-siteRaymond, New Hampshire, United States
EXPIREDRaymond, 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 while providing education and resources. Progress from basic customer calls to handling sophisticated inquiries related to client 401K plans within a 14-week training cohort. Continue taking customer calls to develop skills, balancing client assistance with team activities, well-being support, and career coaching. Work full-time hours Monday through Friday, with post-training shifts ranging from 10am to midnight EST, in a transitioning onsite environment.
Required Qualifications
- Ability to establish rapport and relationships through effective communication
- Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers
- 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
- Minimum 1 year of customer service experience
- High School diploma or GED
- Must be able to work an 8hr shift between the hours of 10am – Midnight EST
- Must be able to work 100% onsite presence
Desired Qualifications
- A 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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