Bilingual Account Service Representative

Summary: Retirement Clearinghouse is a company dedicated to helping Americans preserve their retirement savings, and they are seeking a Bilingual Account Services Representative to support IRA Smart customers. This role involves assisting customers with account questions, transaction requests, and 401(k) inquiries in both English and Spanish. Responsibilities: - Answer inbound calls and assist customers in both English and Spanish - Provide complete account servicing for IRA Smart customers through the inbound channel - Access and interpret information from multiple systems - Talk with clients about the long-term impact of cashing out retirement accounts - Serve as a liaison between clients and financial institutions for rollovers under $10K - Respond to customer service emails Required Qualifications: - Bilingual in Spanish and English - Ability to assist customers with account questions, transaction requests, and 401(k) inquiries - Experience in answering inbound calls and assisting customers - Ability to access and interpret information from multiple systems - Ability to talk with clients about the long-term impact of cashing out retirement accounts - Ability to serve as a liaison between clients and financial institutions for rollovers under $10K - Ability to respond to customer service emails Required Skills: Bilingual Spanish/English Important Skills: Customer service, Account servicing Nice-to-Have Skills: Communication skills, Problem-solving Benefits: $500 Hiring Bonus, 18 days PTO, 5 sick days, and 3 floating holidays (prorated first year), Paid holidays, Full benefits starting Day 1: medical, dental, vision, disability, life insurance, 401(k) eligibility on Day 1 with immediate 100% vesting and employer match, Professional development and advancement opportunities