Experienced Registered Financial Customer Service Professional – Empowering Financial Freedom through Exceptional Service and Support

Introduction to blithequark

At blithequark, we envision a future where transforming financial lives is not just a goal, but a reality that starts with giving our people the freedom to transform their own. We believe in fostering a flexible work environment, fluid career paths, and a culture that celebrates internal mobility. Our commitment to purpose, well-being, and work-life balance is unwavering, and we strive to create a welcoming and inclusive environment where our associates can thrive. With a strong focus on community involvement, our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Job Overview

We are seeking a highly motivated and customer-focused Registered Financial Customer Service Professional to join our team. As a key member of our call center, you will have the opportunity to launch your financial services career and help our customers achieve financial freedom. This is a remote position, but you must be willing to visit our office location in Milwaukee, WI, 4 to 6 times per year. Our comprehensive paid associate training program will provide you with a solid foundation, and you will receive continuous coaching to support your role and career trajectory.

Key Responsibilities

• Provide exceptional service to our customers, responding to inquiries and resolving issues related to their retirement savings accounts
• Educate and empower our customers, providing them with the knowledge and tools they need to make informed decisions about their financial futures
• Communicate critical plan updates and changes, ensuring that our customers are informed and up-to-date
• Process contribution changes, loans, and withdrawals, as well as general account changes, in accordance with customer directions
• Work collaboratively with our team to achieve our goals and provide seamless support to our customers

What You Will Bring

To be successful in this role, you will need to bring the following skills and qualifications:

• Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday, with occasional Saturdays
• An Associate's degree or higher, combined with at least one year of customer service experience, or two or more years of customer service experience
• Capability to work overtime as required, based on business needs
• FINRA Series 6 and 63 or higher equivalent licensure

What Will Set You Apart

The following skills and qualifications will set you apart from other candidates:

• Fluency in both English and Spanish
• Financial services or call center experience
• A passion for providing quality customer service
• Desire to engage with customers over the phone
• Capability to adapt communication style to service our diverse customer base
• Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Technical Requirements

To ensure your success in this role, you will need to meet the following technical requirements:

• Reliable high-speed internet with a wired connection
• A dedicated workspace in your home, free from interruptions
• Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
• Ability to connect your computer directly to a modem or router using an Ethernet cable

What We Offer

At blithequark, we offer a comprehensive range of benefits, including:

• Medical, dental, vision, and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions, financial advisory services, and a broad investment lineup
• Tuition reimbursement up to $5,250 per year
• Business-casual environment with the option to wear jeans
• Generous paid time off, including a paid time off program, ten paid company holidays, and three floating holidays per 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) – facilitating inclusion and collaboration across our business and communities

Base Salary Range

The base salary range for this position is $40,800.00 - $56,025.00 per year. Non-sales positions have the opportunity to participate in a bonus program, and actual compensation offered may vary based on geographic location, work experience, education, licensure requirements, and skill level.

Conclusion

If you are a motivated and customer-focused individual who is passionate about providing exceptional service and support, we encourage you to apply for this exciting opportunity. At blithequark, we are committed to empowering our customers to achieve financial freedom, and we believe that you can play a key role in helping us achieve this goal. Join our team and take the first step towards a rewarding and challenging career in financial services.

How to Apply

To apply for this position, please click on the "Apply Job" link below. We look forward to receiving your application and exploring how you can contribute to the success of blithequark.