Hispanic Alliance for Career Enhancement
Bilingual Financial Customer Service Representative - April 2026
Hispanic Alliance for Career Enhancement, Phoenix, Arizona, United States, 85003
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 do
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
What you will bring
Availability to work a 40‑hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
Associates degree or higher & 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 experience
Fluency in both English and Spanish
Capability to work overtime as required based on business need
What will set you apart
Financial Services or call center experience
A passion for providing quality customer service
Desire to engage with customers over the phone
Capability to adapt communication style while servicing our diverse customer base
Attention to detail and ability to learn and apply financial industry policies, processes, and procedures
Required Minimum Internet Specifications
Minimum service level of
50Mbps download and 10Mbps upload
to ensure the best voice quality
Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.
What we offer you
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business‑casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time – 16 hours per calendar year
Leave 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 – $57,125.00
Equal opportunity employer We 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.
Job Posting End Date at 12:01 am on: 01-24-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
#J-18808-Ljbffr
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 do
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
What you will bring
Availability to work a 40‑hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
Associates degree or higher & 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 experience
Fluency in both English and Spanish
Capability to work overtime as required based on business need
What will set you apart
Financial Services or call center experience
A passion for providing quality customer service
Desire to engage with customers over the phone
Capability to adapt communication style while servicing our diverse customer base
Attention to detail and ability to learn and apply financial industry policies, processes, and procedures
Required Minimum Internet Specifications
Minimum service level of
50Mbps download and 10Mbps upload
to ensure the best voice quality
Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.
What we offer you
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business‑casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time – 16 hours per calendar year
Leave 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 – $57,125.00
Equal opportunity employer We 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.
Job Posting End Date at 12:01 am on: 01-24-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
#J-18808-Ljbffr