Bilingual Customer Service Associate - NWPS

Job Description Summary

Under general supervision, provides exceptional customer service and support for plan participants in 401(k), 403(b), and other qualified retirement plans. Utilizes knowledge and experience to educate participants on their retirement accounts, plan features, and available options, while assisting with problem resolution and document processing. Performs routine tasks in accordance with established procedures and exercises sound judgment in handling non-routine inquiries and service requests.

Receives general guidance while maintaining responsibility for delivering accurate information and high-quality participant experience.

• Answer inbound calls
• Provide exceptional customer service information regarding 401(k), 403(b) or other qualified plans
• Educate participants about their retirement account and features
• Perform data entry and other administrative tasks

• Knowledge of 401(k) or other qualified retirement plans (preferred, but not required)
• Microsoft Office Suite proficiency:
  Excel, Word, Outlook, Power Point
• Salesforce (preferred, but not required)
• Bilingual written and verbal communication (Spanish/English)
• Clear, concise, and professional verbal and written communication
• Ability to multitask and manage priorities effectively
• Ability to solve problems and make sound decisions
• Demonstrate initiative and a proactive approach
• Adapt to change in a dynamic environment
• Maintain quality and accountability for results

• High School Degree or equivalent OR any equivalent combination of education, experience and/or training approved by Human Resources
• Bachelor’s:
  Accounting
• Bachelor’s:
  Business Administration
• Bachelor’s:
  Finance

0 to 3 months

$45,000.00 - $50,003.20

Less than 25%

Hybrid

• Medical, dental, and vision
• Life insurance
• Critical illness insurance
• Accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.