Experienced Financial Customer Service Professional – Transforming Lives through Exceptional Service

At careerzynith, we believe that transforming financial lives starts by giving our people the freedom to transform their own. We're a forward-thinking organization that's passionate about empowering our associates to grow their careers while making a meaningful impact on our customers' lives. If you're a customer service enthusiast with a passion for delivering exceptional experiences, we want to hear from you!

Join our dynamic team and embark on a rewarding career journey

As an Experienced Financial Customer Service Professional at careerzynith, you'll play a vital role in our call center, working collaboratively with a talented team to provide top-notch service to our customers' retirement savings accounts. Whether you're new to the industry or looking to take your career to the next level, we offer a comprehensive training program and continuous coaching to help you succeed.

What you'll do

* Provide exceptional service to our customers, addressing their inquiries and concerns in a timely and professional manner

• Educate and empower our customers, providing them with the knowledge and resources they need to make informed decisions about their retirement savings
• Communicate critical plan updates and changes, ensuring our customers are always informed and up-to-date
• Process contribution changes, loans, and withdrawals, as well as general account changes, with accuracy and efficiency
• Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses, enhancing your skills and career prospects

What you'll bring

* 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 (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
• Capability to work overtime as required based on business need

What will set you apart

* Fluency in both English and Spanish

• Financial Services or call center experience
• FINRA series 6 and 63 or higher equivalent licensure
• A passion for providing quality customer service
• Desire to engage with customers over the phone
• Capability to adapt communication style while servicing our diverse customer base
• Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Required Minimum Internet Specifications

To ensure you're set up for success, you'll be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset, and training materials will be provided.

• Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
• Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.

What we offer you

At careerzynith, we're committed to providing our employees with the means to lead healthy, balanced lives. Our diverse and inclusive benefits package includes:

• 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.

Base Salary Range

$38,900.00 - $53,450.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances, a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer. **Equal opportunity employer

• Drug-free workplace**

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Job Posting End Date

09-05-2025

Want the latest money news and views shaping how we live, work, and play?

Sign up for careerzynith's and check out .

Workplace Flexibility

Remote - Nationwide If you're a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity. Join our dynamic team at careerzynith and embark on a rewarding career journey that will transform your life and the lives of our customers. Apply for this job