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Entry Level Customer Service Representative, also known as Financial Customer Associate (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE. You'll learn about the financial services industry, develop your skills, and gain new experiences. Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability.
Job Responsibility:
Help customers feel more confident, make clearer decisions, and achieve their own financial dreams
Assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources
Provide outstanding customer service and communication via voice or digital channels
Requirements:
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others
Proficiency in navigating and troubleshooting basic technology issues or systems
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
Nice to have:
Bilingual in Spanish
Comfort having conversations over the phone in either English or Spanish