Bilingual (Spanish) Retirement Plan Services Representative (AZ)
Core
Provide high-quality service to external employer 401(k) plan participants by assisting with account information, regulatory/tax issues, and financial transactions via phone and written communication.
Role type
Bilingual customer service representative (retirement plans)
Builds
Support for institutional participant services and 401(k) plan participants
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Inbound phone experience, written communication, client relationship management, financial acumen, regulatory knowledge
Preferred skills
Undergraduate degree, SIE exam completion, Series 6 & 63 FINRA licenses
Technologies
CRM systems, phone systems
Responsibilities
Assist participants with forms and account information, handle regulatory or tax-related inquiries, process financial and clerical transactions, support external employers' plan participants
Seniority
Entry-level, fully trained role
