Financial Customer Associate

Job not on LinkedIn

June 18

🌾 Nebraska – Remote

Although this job is listed in Nebraska, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

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skillventory - A Leading Talent Research Firm

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Skillventory is a leading name among top recruitment consultants having clients PAN India. Started in 2008, we feel delighted to state that we helped in shaping the careers of more than 20000 job seekers. We are a full spectrum Manpower Consultancy Firm, fulfilling manpower requirements of businesses by offering the wide range of services from Executive Search, Recruitment, Specialists-on-Contract, HR Automation, Consulting, Outsourcing, and Training. We are easily accessible, reachable and serving clients across India effectively and efficiently, as we are located in 6 major locations of the country, with Workstations in Indore , Mumbai , Ahmedabad ,Bangalore , New Delhi and Pune

201 - 500 employees

Founded 2008

📋 Description

• Do you genuinely enjoy making a difference in the lives of others while primarily working from home? • In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. • In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. • You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. • You do not need a finance background to succeed in this role. • As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences. • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. • In the subsequent months, you will continue taking customer calls to develop and hone your skills.

🎯 Requirements

• Minimum 1 year of customer service experience • High School diploma or GED required • Ability to establish rapport and relationships through effective communication • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. • Proficiency in navigating and troubleshooting basic technology issues or systems. • Handle a variety of situations and conversations driving towards a resolution suitable for all • Self-motivated teammate with strong social skills who brings energy and passion to the team

🏖️ Benefits

• Our benefit programs are crafted to help you and your loved ones strike the perfect balance. • Click here to learn about a few featured benefits (not all benefits are listed)