Bilingual Financial Customer Service Representative - April 2026
Role Overview
As a Bilingual Financial Customer Service Representative, you will handle incoming inquiries regarding retirement plans, assisting participants and employers primarily through a call center environment. This is an entry-level position that offers a comprehensive training program, allowing you to develop a solid foundation in financial services while working collaboratively with your team to enhance customer experiences.
Perks & Benefits
Empower Retirement promotes a flexible remote work environment while requiring occasional in-person meetings in Phoenix. The company offers generous benefits including medical insurance, a robust 401(k) plan, tuition reimbursement, and paid volunteer hours. Employees can expect a supportive culture that values internal mobility and work-life balance.
Full Job Description
Headquarters: AZ Phoenix - Remote URL: http://empower.com
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, you must be within commuting distance and able to meet in the Phoenix area 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 doWork 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 accountsEducate and empower our customers without having to make cold calls or salesCommunicate critical plan updates and changesProcess contribution changes, loans, and withdrawalsProcess general account changes upon direction from the customerWhat you will bringAvailability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional SaturdayAssociates 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 experienceFluency in both English and SpanishCapability to work overtime as required based on business needWhat will set you apart:Financial Services or call center experienceA passion for providing quality customer serviceDesire to engage with customers over the phoneCapability to adapt communication style while servicing our diverse customer baseAttention to detail and ability to learn and apply financial industry policies, processes, and proceduresRequired 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 qualityAssociates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.#PJPSOvertime 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.***What we offer youWe 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 insuranceRetirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time 16 hours per calendar yearLeave 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$41,600.00 - $57,125.00The 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 workplaceWe 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:01-31-2026Want the latest money news and views shaping how we live, work and play? 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To apply: https://weworkremotely.com/remote-jobs/empower-retirement-bilingual-financial-customer-service-representative-april-2026
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