Bilingual Financial Customer Service Representative (Fintech)

TL;DR

Bilingual Financial Customer Service Representative (Fintech): Providing telephone support for retirement plan participants, employers, and third-party specialists with an accent on account management, contribution processing, and customer education. Focus on resolving complex inquiries regarding financial policies and ensuring high-quality service delivery in a high-volume call center environment.

Location: Remote (Hybrid) - Must be within commuting distance of Greenwood Village, CO and able to come into the office 4-6 times per year.

Salary: $39,700 - $54,550

Company

hirify.global is a financial services company dedicated to helping customers achieve financial freedom through retirement savings and wealth management solutions.

What you will do

• Answer incoming telephone inquiries regarding retirement plans from participants, employers, and specialists.
• Educate and hirify.global customers regarding their retirement savings accounts without cold calling or sales.
• Process contribution changes, loans, and withdrawals.
• Communicate critical plan updates and changes to clients.
• Process general account changes based on customer direction.
• Collaborate with a team of associates in a call center environment.

Requirements

• Authorized to work for any employer in the U.S. (no visa sponsorship available).
• Fluency in both English and Spanish.
• Associates degree or higher with 1+ year of customer service experience, OR 2+ years of customer service experience.
• Availability to work a 40-hour week, including non-traditional business hours and occasional Saturdays.
• Reliable high-speed wired internet connection (minimum 50Mbps download/10Mbps upload).

Nice to have

• Experience in Financial Services or a call center environment.
• Strong passion for providing quality customer service.
• Ability to adapt communication style for a diverse customer base.
• Attention to detail and ability to learn complex financial industry policies.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Paid parental leave and short/long-term disability programs.