Bilingual Financial Customer Service Representative

Customer service role in a financial services call center, focusing on retirement plans, with training provided. Fully remote but requires proximity to Salt Lake City for occasional in-person meetings.

Location: Remote (US)

Salary: $37,800–$51,975/yr

Responsibilities

• Provide excellent service within our call center for our customers’ retirement savings accounts
• Educate and empower our customers without having to make cold calls or sales
• Communicate critical plan updates and changes
• Process contribution changes, loans, and withdrawals
• Process general account changes upon direction from the customer

Requirements

• Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
• Associates degree or higher AND at least one year of customer service experience OR two or more years of customer service experience
• Fluency in both English and Spanish
• Capability to work overtime as required based on business need

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), 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 ten 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Additional Information

• Job posting end date: 06-13-2026