Experienced Virtual Customer Service Associate II – Retirement Plans at Blithequark: Delivering World-Class Financial Solutions

Join the Blithequark Team: Where Customer Service Meets Financial Excellence

At Blithequark, we pride ourselves on providing top-notch customer service to our financial customers. As a Virtual Customer Service Associate II, you will be the face of our company, ensuring that every customer interaction is exceptional and memorable. If you're passionate about delivering outstanding service, have a knack for problem-solving, and are eager to learn about the financial industry, we want to hear from you!

About the Role

As a Virtual Customer Service Associate II – Retirement Plans at Blithequark, you will be an integral part of our customer service team. Your primary goal will be to provide world-class service to our customers, addressing their financial concerns and helping them achieve their goals. You will work in a dynamic environment, collaborating with colleagues from diverse backgrounds and industries.

Key Responsibilities:

• Connect customers with solutions that help them reach their financial goals through consultative conversations via phone.
• Take ownership of customer requests, navigating through complex situations and providing personalized support.
• Actively listen to understand the underlying needs of customers' requests and provide tailored solutions.
• Develop a deep understanding of our suite of products and services across multiple channels (digital, face-to-face, high net worth, etc.) and position appropriate solutions based on customers' needs.
• Work collaboratively with colleagues to resolve customer issues and improve operational processes.

What We Look for in a Candidate

Essential Qualifications:

• High School Diploma or GED (college degree preferred).
• Customer service experience (no financial services experience required).
• Excellent problem-solving skills, with the ability to work in a fast-paced phone environment.
• Strong interpersonal skills, with the ability to establish a professional rapport with customers.
• Computer skills, with proficiency in software applications and technology.

Preferred Qualifications:

• Spanish bilingual (a plus).
• Experience in the financial industry or related field.
• Tenacious problem-solving skills, with the ability to identify opportunities to improve operational processes and procedures.
• Strong analytical skills, with the ability to exercise scrutiny when confronted with conflicting information.
• A desire to explore a broad array of opportunities across our organization.

What We Offer

Competitive Compensation and Benefits:

• Salary range: $15.40 - $27.45 per hour (dependent on experience and location).
• Exceptional benefits package, including ample development resources and opportunities for growth.
• Flexible work arrangements, with the opportunity to work from home or our Jacksonville, Florida office site.
• A collegial environment that values collaboration, flexibility, and respect.
• Opportunities to give back to local charities in your community.

Career Growth and Development:

• Comprehensive training program to help you develop the skills and knowledge needed to succeed in your role.
• Ongoing coaching and feedback to help you grow and develop in your career.
• Opportunities to explore different roles and departments within Blithequark.

Our Culture and Values

At Blithequark, we pride ourselves on our commitment to excellence, customer satisfaction, and employee development. We strive to create a work environment that is inclusive, collaborative, and supportive. Our values include:

• Customer Focus: We put our customers at the forefront of everything we do.
• Integrity: We act with integrity, honesty, and transparency in all our interactions.
• Respect: We treat each other with respect, empathy, and kindness.
• Innovation: We encourage innovation, creativity, and continuous improvement.

How to Apply

If you're passionate about delivering exceptional customer service, have a strong work ethic, and are eager to learn about the financial industry, we encourage you to apply for this exciting opportunity at Blithequark. Please submit your application, including your resume and cover letter, to be considered for this role.

Class Start Date and Training Schedule

The class start date for this role is November 4th, 2024. The training schedule will vary, but you can expect to work 9am-6pm EST. You must be flexible to work the assigned shift based on business needs.

Work Environment

This is a hybrid role, and you will be required to work on-site during your scheduled shift at our Jacksonville, Florida office site (TBD). However, you will also have the opportunity to work from home, providing you have a reliable internet connection and a quiet workspace.

Diversity, Equity, and Inclusion

At Blithequark, we are committed to creating a diverse, equitable, and inclusive work environment. We welcome applicants from all backgrounds and perspectives, and we are dedicated to providing equal opportunities for all employees.

EEOC Statement

Blithequark is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics.

Privacy Statement

Blithequark is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how we protect personal information online, please see our Online Privacy Notice.