(Remote – U.S., $18.50/hour)
✅ Position Highlights
• $18.50/hour (non-negotiable)
• Full-time, remote (home-based within approved U.S. states)
• Paid 3-month training program with required 85% pass rate
• Internet requirements: 100 Mbps down / 20 Mbps up, hardwired connection
• Equipment provided: laptop, dual monitors, headset, docking station, keyboard, mouse
• Must maintain a quiet, distraction-free work environment
• Some Saturday availability required
📋 What You’ll Own
• Handle a high volume of inbound and outbound calls with clients and account holders
• Assist with account questions related to rollovers, distributions, investments, and forms
• Troubleshoot online portal issues and support digital client access
• Communicate with plan sponsors, TPAs, and recordkeepers
• Respond to client inquiries via email, voicemail, and chat
• Maintain accurate documentation and ensure compliance with protocol
• Provide clear, friendly explanations of IRA and IRS-related topics
• Other related duties as assigned
🎯 Must-Have Traits
• 1–3 years of experience in client service or call center roles
• Strong verbal and written communication skills
• Proficient with Microsoft Office; experience with Salesforce/Service Cloud a plus
• Excellent multitasking skills, navigating multiple systems with ease
• Familiarity with trust accounting systems, investments, and IRA/IRS regulations preferred
• Detail-oriented, dependable, and highly organized
• Bilingual skills a bonus
• Positive attitude and team-first mindset
💻 Remote Requirements
• Must reside in an approved state: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, WV
• Hardwired internet connection: 100 Mbps download / 20 Mbps upload
• Dedicated home office setup, free from distractions
• Equipment provided for full remote functionality
🕐 Schedule
• Training (3 months, mandatory attendance): 8:00 AM – 4:30 PM CT
• Regular shift: 11:30 AM – 8:00 PM CT (subject to change)
• Occasional Saturdays: 8:00 AM – 5:00 PM CT
💡 Why It’s a Win for Remote Job Seekers
• Competitive hourly pay with clear expectations
• Career path in financial services with IRA/wealth training
• Strong benefits: healthcare, 401(k), PTO, holidays, parental leave, and EAP
• Join a fast-growing, award-winning workplace with national recognition
• Real impact helping individuals manage their wealth and retirement goals
✍️ Call to Action
Ready to step into a mission-driven role where your communication skills and client focus make a real difference? If you’re tech-savvy, detail-oriented, and want to help people navigate their financial future, this is your shot. Apply today.