[Remote] Bilingual Financial Customer Service Representative

Note: The job is a remote job and is open to candidates in USA. RemoteHunter is a company operating in the financial services industry, focusing on retirement savings and financial empowerment. They are seeking a Bilingual Financial Customer Service Representative who will respond to inquiries related to retirement plans and support customers in managing their retirement savings effectively.ResponsibilitiesAnswer incoming telephone inquiries regarding retirement plansProvide service for customers' retirement savings accountsEducate and empower customers without cold calling or sales pressureCommunicate critical plan updates and changesProcess contribution changes, loans, withdrawals, and account changes as directedWork collaboratively with team members and clientsSkillsAbility to work a 40-hour week, primarily Monday through Friday with occasional Saturdays and outside traditional business hoursAssociate degree or higher plus at least one year of customer service experience, or two or more years of customer service experienceFluency in English and SpanishAvailability to work overtime as neededReliable high-speed internet with wired connection (minimum 50Mbps download/10Mbps upload)Ability to connect computer directly to modem/router via Ethernet cableExperience in financial services or call centersStrong customer service skills and phone engagementAdaptability in communication style for diverse customersAttention to detail and ability to learn financial policies and proceduresBenefitsMedical, dental, vision, and life insurance401(k) retirement plan with company matching up to 6%, financial advisory services, and potential discretionary contributionsTuition reimbursement up to $5,250 per yearBusiness-casual environment with option to wear jeansGenerous paid time off including company holidays and floating holidaysPaid volunteer time (16 hours per year)Leave of absence programs including paid parental leave, disability, and Family and Medical Leave (FMLA)Business Resource Groups promoting inclusion and collaborationCompany OverviewRemoteHunter is your dedicated AI job search assistant, turning the job hunt from a slow, individual effort into a quicker, smarter, and guided experience by streamlining each step of the process and speeding up your path to the right career opportunities. It was founded in 2025, and is headquartered in , with a workforce of 11-50 employees. Its website is https://remotehunter.com/.



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