Bilingual Participant Services Representative

VirtualVocations

Fluent in both English and Spanish, the full-time hourly Bilingual Participant Services Representative will provide exceptional customer service to 401(k) participants through phone, email, and chat interactions, while working remotely from specified states. Key responsibilities Respond to inbound inquiries regarding 401(k) plan details, investment options, and account access Guide participants through online account registration and troubleshoot login issues Utilize CRM systems to document interactions and resolve participant issues efficiently Required qualifications 1+ years of customer service experience, preferably in financial services or retirement plans High school diploma or GED required; additional education in finance or business is a plus Fluency in reading, writing, and speaking in both English and Spanish Understanding of retirement plan concepts is preferred Proficiency in Microsoft Office and web-based applications

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Vacancy posted 1 day ago

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