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Financial Customer Service Professional - April 2026 - Remote AZ - Remote Eligible

Support customers in retirement accounts while completing paid associate training and onboarding
Remote
Entry Level
yesterday
VetJobs

VetJobs

Provides employment assistance, job listings, and career resources tailored to military veterans, transitioning service members, and their families.

Empower Your Financial Services Career

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 not only encourage but celebrate internal mobility. 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. Empower Yourself.

While this is a remote position, candidates must live within commuting distance and be willing to meet in person in the Phoenix area up to 4-6 times per year.

Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists.

What you will do:

  • 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
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Financial Customer Service Professional - April 2026 - Remote AZ - Remote Eligible
Remote
Customer Success
About VetJobs
Provides employment assistance, job listings, and career resources tailored to military veterans, transitioning service members, and their families.