Note: The job is a remote job and is open to candidates in USA. RemoteHunter is a company operating in the financial services industry, focusing on retirement savings and financial empowerment. They are seeking a Bilingual Financial Customer Service Representative who will respond to inquiries related to retirement plans and support customers in managing their retirement savings effectively.
Responsibilities
- Answer incoming telephone inquiries regarding retirement plans
- Provide service for customers' retirement savings accounts
- Educate and empower customers without cold calling or sales pressure
- Communicate critical plan updates and changes
- Process contribution changes, loans, withdrawals, and account changes as directed
- Work collaboratively with team members and clients
Skills
- Ability to work a 40-hour week, primarily Monday through Friday with occasional Saturdays and outside traditional business hours
- Associate degree or higher plus at least one year of customer service experience, or two or more years of customer service experience
- Fluency in English and Spanish
- Availability to work overtime as needed
- Reliable high-speed internet with wired connection (minimum 50Mbps download/10Mbps upload)
- Ability to connect computer directly to modem/router via Ethernet cable
- Experience in financial services or call centers
- Strong customer service skills and phone engagement
- Adaptability in communication style for diverse customers
- Attention to detail and ability to learn financial policies and procedures
Benefits
- Medical, dental, vision, and life insurance
- 401(k) retirement plan with company matching up to 6%, financial advisory services, and potential discretionary contributions
- Tuition reimbursement up to $5,250 per year
- Business-casual environment with option to wear jeans
- Generous paid time off including company holidays and floating holidays
- Paid volunteer time (16 hours per year)
- Leave of absence programs including paid parental leave, disability, and Family and Medical Leave (FMLA)
- Business Resource Groups promoting inclusion and collaboration
Company Overview
RemoteHunter is your dedicated AI job search assistant, turning the job hunt from a slow, individual effort into a quicker, smarter, and guided experience by streamlining each step of the process and speeding up your path to the right career opportunities. It was founded in 2025, and is headquartered in , with a workforce of 11-50 employees. Its website is https://remotehunter.com/.