Bilingual Financial Customer Service Representative
$37.8k - $51.98kEmpower
Empower Yourself
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom.
Job Responsibilities
Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers and third-party plan specialists. Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to:
- Provide excellent service within our call center for our customers' retirement savings accounts
- Educate and empower our customers without having to make cold calls or sales
- Communicate critical plan updates and changes
- Process contribution changes, loans, and withdrawals
- Process general account changes upon direction from the customer
Qualifications
What you will 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
- Fluency in both English and Spanish
- Capability to work overtime as required based on business need
What will set you apart:
- 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 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 are set up for success, you will 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.
Overtime may be required based on business need.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
Benefits
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- 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
$37,800.00 - $51,975.00
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 at 12:01 am on:
09-30-2026
- ...Fluent in both English and Spanish, the full-time Bilingual Financial Customer Service Representative will provide exceptional service in a remote call center environment, assisting customers with their retirement savings accounts, processing account changes, and communicating...BilingualFull timeRemote work
- ...Overview Are you outgoing and customer-focused? Do you enjoy... ...only State Farm insurance and financial service products. Responsibilities... ...outside sales or inside sales representative, retail sales associate, or... ...relate to a customer Bilingual - Spanish preferred Property...BilingualFor contractorsFlexible hours
$40k - $60k
...Bilingual Spanish Account Associate - Dave Vidmar State Farm Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes, working for Dave... ..., and market appropriate products and services. Requirements Interest in marketing...BilingualFor contractors- ...Accounting & Admin Coordinator - Japanese Bilingual A leading Japanese travel... ...oversee accounting operations, support financial reporting, and collaborate with both U.S... ...competencies: Financial Management, Leadership, Customer Knowledge, People Development,...BilingualCasual workWork at officeMonday to Friday
$44k - $58k
...Agent Position Are you outgoing and customer-focused? Do you enjoy working with the... ...market only State Farm insurance and financial service products. Responsibilities Establish... ...to work in a team environment Bilingual Spanish preferred If you are...BilingualFor contractors$65k - $75k
...Account Representative - State Farm Agent Team Member... ...thrives on identifying customer needs, delivering tailored... ...in sales or customer service preferred. Goal-... ...environment. Bilingual Spanish (required).... ...their insurance and financial services needs, including...Bilingual$55k - $75k
...Customer Service Representative Our mission is to help people manage the risks of everyday life, recover... ...market State Farm Insurance and financial services products. As a Customer... ...license. Life & Health license. Bilingual Hindi/Spanish/Gujarati required....BilingualFor contractors$45k - $70k
...Overview Are you outgoing and customer-focused? Do you enjoy... ...only State Farm insurance and financial service products. Responsibilities... ...outside sales or inside sales representative, retail sales associate, or... ...to potential customers Bilingual - Spanish preferred Property...BilingualFor contractorsWork at office$26k - $36k
...Agent Position Are you outgoing and customer-focused? Do you enjoy working with the... ...market only State Farm insurance and financial service products. Responsibilities Establish... ...to work in a team environment Bilingual Spanish preferred If you are...BilingualFor contractors$40k - $55k
...someone who thrives on identifying customer needs, delivering tailored... ...in sales or customer service preferred. Goal-oriented and... ...a fast-paced environment. Bilingual Spanish (required). Compensation... ...with their insurance and financial services needs, including:...BilingualFor contractors$40k - $60k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative... ...customer service experience preferred. Bilingual Spanish or Vietnamese preferred.... ...customers with their insurance and financial services needs, including: Auto...Bilingual- ...vital to our daily business operations and customers’ success. You grow our agency through... ...proactively marketing relevant products and services. Grow your career as you better your... ...Experience in customer service or sales preferred. Bilingual Spanish preferred. #J-18808-Ljbffr...BilingualFlexible hours
$60k - $80k
...turn leads into long-lasting customer relationships. As our Insurance... ..., and market products or services that maximize value. You may... ...related field preferred. Bilingual Spanish preferred About... ...customers with their insurance and financial services needs, including...BilingualFor contractors$40k - $60k
...This busy insurance and financial services office has a passion to make... ...conversations and remarkable customer experience. If you are a motivated... ...sales or inside sales representative, retail sales associate, or... ...to potential customers Bilingual - Spanish preferred...BilingualFor contractorsWork at office- ...Customer Service Representative At Koalafi, we believe in a world where no one has to put an important purchase on hold. That's why we're making... ...work in a fast-paced, dynamic entrepreneurial environment Bilingual in Spanish preferred Location Requirement: This position...BilingualWork at officeRelocation packageFlexible hours
- ...professionally. What We're Looking For Experience in collections, sales, telemarketing, or customer service Strong communication and negotiation skills (bilingual is a plus) Ability to work independently and stay organized Professional handling of...BilingualWeekly payRemote workWork from homeFlexible hoursAfternoon shift
$21.5 per hour
...Job Description Job Description Bilingual Customer Service Representative | Alpharetta, GA Looking to build a long-term career with a leading financial services organization? TRC Talent Solutions is hiring Bilingual Customer Service Representatives to join a growing...BilingualLong term contractCasual workWork at officeShift work$36k - $50k
...Bilingual Spanish Sales Representative Agency, located in Chicago, has an immediate opening... ...the role insurance and financial products play in people's lives... ...their dreams. We help customers with their insurance and financial services needs, including Auto Insurance...BilingualFor contractorsImmediate start$50k - $120k
...Opening: Insurance Account Representative - State Farm Agent Team Member... ...Are you outgoing and customer-focused? Do you enjoy working... ...only State Farm insurance and financial service products. Responsibilities... ...upon marketing goals Bilingual - Korean or Spanish or Chinese...BilingualFor contractors$15 - $17 per hour
...Customer Service RepresentativeThis job is located at 19 Maverick Square... ...leading retail provider of financial services. The "P" comes... ...Position OverviewCustomer Service Representatives (CSRs) are the primary... ...is requiredEnglish/Spanish bilingual is a plusPhysical RequirementsMust...BilingualLocal areaFlexible hoursAfternoon shiftEarly shift$17 per hour
...Cypress Creek Financial LLC provides state licensed consumer financial services. Position: Inbound Customer Service Representative Compensation Starting Hourly Base Rate + Bonus(es) -$17... ...important. Proficient in English/Spanish – Bilingual – preferred not necessary. Job Type...BilingualHourly payFull timeRelocation$45k - $90k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative... ...customer service experience preferred. Bilingual Spanish preferred Compensation:... ...customers with their insurance and financial services needs, including:...BilingualFor contractors- ...Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the... ...market only State Farm insurance and financial service products. Responsibilities:... ...to work in a team environment Bilingual Spanish or Vietnamese preferred but not...BilingualFor contractors
$35k - $50k
...Agent Opportunity Are you outgoing and customer-focused? Do you enjoy working with the... ...market only State Farm insurance and financial service products. Responsibilities... ...Ability to work in a team environment Bilingual Spanish preferred If you are motivated...BilingualHourly payFor contractorsWork at officeFlexible hours$40k - $80k
...searching for an outgoing and customer-focused individual who can... ...market appropriate products and services. Work with the agent to... ...license (must be able to obtain), bilingual Spanish preferred. Compensation... ...with their insurance and financial services needs, including...BilingualFor contractorsWork at officeFlexible hours$40k - $55k
...Responsive Recruiter Are you outgoing and customer-focused? Do you enjoy working with the... ...market only State Farm insurance and financial service products. Benefits ~ Hourly... ...to work in a team environment Bilingual Spanish preferred Compensation: $...BilingualHourly payFor contractorsWork at officeFlexible hours$20 - $23 per hour
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative... ...customer service experience preferred. Bilingual Spanish preferred. Compensation... ...customers with their insurance and financial services needs, including Auto...BilingualHourly payFor contractorsWork at office$35k - $65k
...the role of Account Representative - State Farm Agent Team... ...and remarkable customer experience. If you are... ...appropriate products and services. As an Agent Team... ...in problem solving Bilingual - Spanish preferred... ...their insurance and financial services needs, including...BilingualHourly payFor contractorsWork at office$45k - $105k
...Overview: Are you outgoing and customer-focused? Do you enjoy working with the... ...market only State Farm insurance and financial service products. Responsibilities:... ...to work in a team environment Bilingual Spanish preferred If you are motivated...BilingualFor contractorsFlexible hours$41k - $45k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative... ...customer service experience preferred. Bilingual Spanish preferred. Compensation... ...customers with their insurance and financial services needs, including Auto...BilingualFor contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bilingual Financial Customer Service Representative. Be the first to apply!
- associate corporate finance United States
- financial associate United States
- financial advisor training program United States
- morgan stanley financial advisor United States
- senior financial advisor United States
- estate planning consultant United States
- private wealth advisor United States
- junior financial advisor United States
- associate financial representative United States
- oracle cloud financials consultant United States


