Bilingual Customer Service Representative
We are looking for a dedicated Bilingual Retirement Representative to help support service delivery by leveraging a solid understanding of company products, processes, and conducting basic analysis. This role involves assisting retirement plan participants with inquiries, providing education, and resolving problems. The ideal candidate will work with minimal supervision and may offer guidance to entry-level associates.
Key Responsibilities of the Bilingual Retirement Representative:
- Respond to inquiries via phone, chat, and email.
- Educate retirement plan participants on distribution, rollover, and consolidation options, and assist throughout these processes.
- Help participants access their accounts online and resolve account-related issues.
- Provide support in using online tools for enrollment, transfers, loans, and withdrawals.
- Investigate and resolve participant issues, offering clear, written instructions to all involved parties.
Qualifications of the Bilingual Retirement Representative:
- High School Diploma or GED required; college degree preferred.
- Bi-lingual (English/Spanish) preferred.
- 1-2 years of Bilingual Retirement experience, with prior contact center experience.
- Experience in retirement plans is a plus.
Schedule & Requirements of the Bilingual Retirement Representative:
- Must be available to work 9:00 AM – 6:00 PM EST.
- Some overtime may be required.
Why Join Us?
- Contribute to the future of the organization by identifying and implementing improvements.
- Enjoy a supportive, collaborative work environment.
- Gain diverse experience in retirement plan services.
Apply today to join a team that values integrity, efficiency, and exceptional customer service!
Apply Now!
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