Financial Customer Service Professional (Finance)

TL;DR

Financial Customer Service Professional (Finance): Providing support for retirement savings accounts with an accent on customer education and account processing. Focus on managing incoming inquiries, processing contributions and loans, and ensuring high-quality service for plan participants.

Location: Remote, but must be within commuting distance of Salt Lake City and able to meet in person 4-6 times per year. Must be authorized to work for any employer in the U.S.

Salary: $37,800 - $51,975

Company

hirify.global is a financial services firm dedicated to helping customers achieve financial freedom through retirement planning and wealth management.

What you will do

• Handle incoming telephone inquiries regarding retirement plans from participants, employers, and third-party specialists.
• Educate and hirify.global customers regarding their retirement savings accounts without cold calling or sales.
• Process contribution changes, loans, and withdrawals for client accounts.
• Communicate critical plan updates and changes to customers.
• Collaborate with a team of associates within a call center environment.

Requirements

• Associate degree or higher AND at least one year of customer service experience OR two or more years of customer service experience.
• Availability for a 40-hour work week, including non-traditional business hours and occasional Saturdays.
• Authorization to work for any employer in the U.S. (no sponsorship available).
• Reliable high-speed wired internet connection and a dedicated home workspace.

Nice to have

• Fluency in both English and Spanish.
• Previous experience in Financial Services or a call center environment.
• Strong attention to detail and passion for quality customer service.

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-term/long-term disability programs.