customer service full time

Job Details

Grow your career with a growing organization

Whether they re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that s hard to beat. And from a personal satisfaction perspective, you ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Answer incoming calls from customers/clients to answer inquiries and questions, handle complaints, troubleshoot problems and provide information. Answer phones professionally from external/internal customers/clients.


  • Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions... Complexity and scope of questions based on level.
  • Addresses questions or concerns in relation to investments.
  • Assist participants through the navigation of the automated voice response system as well as the Web Site
  • Submits requests for research and follow-up if needed after the initial call. May be required to make outbound calls if necessary. Expectation determined by level.
  • Review, comprehend and implement all new communication regarding plan updates and changes.
  • Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions.
  • In addition to answering caller inquiries, representatives will provide callers with education regarding retirement readiness.
  • Consistent adherence to work schedule and punctuality required.
  • May be required to study and test for FINRA Series 6 and 63.
  • Overtime may be required.
  • Position Elegible for remote work


  • Associate s Degree Preferred


  • FINRA fingerprinting required


  • Proficient in relevant computer applications. Knowledge of customer service principles and practices.
  • Customer service experience.
  • Good keyboard skills.
  • Knowledge of administration and clerical processes.
  • Relevant product knowledge Excellent verbal and written communication skills.
  • Spanish required


Normal Office Working Conditions:

This job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers, filing cabinets and fax machines.

While performing the duties of this job, the employee is regularly required to talk or hear. Many duties will be done while sitting at a desk and working on a computer. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire including a paid time off program plus nine paid company holidays and three floating holidays each calendar year
  • Paid volunteer time 16 hours per calendar year
  • Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 0.00-0.00


FL Remote

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Associated topics: account, auction, audit, bill, collection specialist, collector, due, mitigation, mortgage loan, pay

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