Customer Service Associates (Remote)

About Atrium:

What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team.

Client Overview:

Our client in the fintech industry is looking for dedicated and detail-oriented Customer Service Associates (Remote) to join their growing team! This is a fantastic opportunity for individuals who are passionate about finance and technology to make a meaningful impact by delivering exceptional service.

Salary/Hourly Rate:

$25/hr

Position Overview:

The Customer Service Associates (Remote) will provide outstanding support to clients through phone, email, and chat. The ideal candidates will have a minimum of 4 years of customer service or financial industry experience and possess active FINRA licenses (e.g., Series 6, Series 7). The Customer Service Associates (Remote) must have excellent communication and problem-solving skills, a client-focused mindset, and a drive to excel in a fast-paced, mission-driven environment. The Customer Service Associates (Remote) role offers an excellent chance to work in a dynamic industry and help clients reach their financial goals.

Responsibilities of the Customer Service Associates (Remote):

• Act as a Customer Service Associate by guiding customers through seamless rollover experiences.
• Resolve client inquiries via chat, email, and phone with professionalism and efficiency.
• Become an expert in financial products, including 401(k)s, rollovers, and IRAs, to better assist clients.
• Communicate with financial institutions and employers on behalf of customers to address needs and concerns.
• Support team goals by contributing to the internal knowledge base and enhancing external FAQs.
• Share customer feedback with internal teams to help improve processes and services.

Qualifications for the Customer Service Associates (Remote):

• At least 4+ years of experience in a customer service or client-facing role, ideally in the financial industry.
• Must hold FINRA licenses (e.g., Series 6, Series 7).
• Demonstrated passion for helping individuals achieve financial success.
• Proficiency in customer service tools, such as Zendesk, is preferred.
• Flexible and adaptable to working outside regular hours when necessary.
• Previous experience in a startup or fast-paced environment is an advantage.

Education Requirements:

• Bachelor’s degree is preferred but not required with relevant experience.

Benefits:

• Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy.

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO