Financial Customer Associate

skillventory - A Leading Talent Research Firm

Customer Service role focused on assisting clients with 401k transactions and questions. Training provided to develop skills in the financial services industry and build customer relationships.

Posted 6/3/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

customer servicecommunicationteamworkproblem-solvingeducationcoachingwell-being support

Certifications & Qualifications

High School diplomaGED

Industry Keywords

401kaccount maintenancewithdrawalsloansfinancial services

About the role

Key responsibilities & impact

Assist customers with their 401k account balance and help make withdrawals, loans, account maintenance.
Provide education or resources to customers.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate.
Develop and hone your skills by taking customer calls and participating in team activities, well-being support, and career coaching.

Requirements

What you’ll need

Minimum 1 year of customer service experience
High School diploma or GED required

Benefits

Comp & perks

Our benefit programs are crafted to help you and your loved ones strike the perfect balance.
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST).
Overtime hours are encouraged during peak call periods.