Entry-Level Customer Service Representative – Career Development and Growth Opportunities at blithequark

Are you ready to embark on a rewarding career journey with a forward-thinking organization that prioritizes innovation, growth, and employee development? Look no further than blithequark, a leading industry innovator that empowers its associates to achieve long-term success through key product and service offerings, groundbreaking technology, and a premier investment platform. At blithequark, we believe that every individual has the potential to unlock new opportunities and drive positive change. Our commitment to professional growth, flexibility, and support enables our associates to thrive in a dynamic and inclusive work environment.As an Entry-Level Customer Service Representative, you will join a talented team that is passionate about delivering exceptional client experiences and driving business results. What to ExpectAs a member of our Workplace Planning and Advice outbound and inbound call team, you will embark on a multi-stage development journey that will equip you with the skills and expertise needed to succeed in a fast-paced and ever-evolving industry. Your responsibilities will include:* Building effective relationships with blithequark participants through calling and engaging warm leads, guiding them through all available options and introducing them to our services.* Developing expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants' needs. * Advancing to taking consultative inbound calls from 401(k) participants, helping them with their retirement and investment needs as you gain relationship building and industry expertise. Learning and DevelopmentAt blithequark, we are committed to your growth and development. We provide comprehensive training and support to help you develop the skills needed to service our participants and prepare for your FINRA licensing exams.You don't need a finance background or college degree to succeed in this role – our licensing roadmap and individualized study plan will help you own your success. You will be supported in learning the business and building skills in blithequark's Relationship Model, our planning culture, and how to leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance and achieve the results you strive for.CelebratingYour SuccessAt blithequark, your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You will have the opportunity to work with a talented team that is passionate about delivering exceptional client experiences and driving business results. GrowingYourCareerFrom day one, you'll have the support and structure to plan for your future at blithequark. Our career coaching will help you understand the array of career opportunities at blithequark and chart a course to help you grow in a personalized career path.You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls, allowing you to discover advanced planning roles and further your career. The Skills You BringTo succeed in this role, you will need to demonstrate:* Outstanding client relationship experience, including an understanding of a sales process, calling, and working with warm leads. * Knowledge or experience in sales or the consultative relationship process. * Accountability and a goal-oriented mindset.* Natural and demonstrated success in asking deeper questions to fully understand the client's situation. * Ability and flexibility to work in a "hybrid" work setting, both at home and in office. * Comfortable with technology and ability to navigate multiple systems simultaneously. * Aptitude to complete FINRA SIE, Series 7, and Series 66 upon hire. The Value You DeliverAs a blithequark Entry-Level Customer Service Representative, you will:* Learn book-management skills and effectively handle leads while utilizing tools such as Salesforce.* Build rapport and open a conversation with blithequark participants through profiling and utilizing consultative skills during participant interactions. * Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations. * Set up targeted appointments while identifying opportunities to address participant needs related to products and services. Our Investments in YouAt blithequark, we are committed to helping you and your loved ones strike the perfect balance.Our benefits programs are crafted to support your well-being and career growth. Some of the featured benefits include:* Maternal and Parental Leave* Tuition Reimbursement* Student Loan Assistance* 401(K) 7% match* Health Insurance* Dental Insurance* Vision Insurance* Disability Insurance* Paid Time off* Backup Dependent Care* Charitable match* Concierge ServicesJoin the blithequark TeamIf you're ready to embark on a rewarding career journey with a forward-thinking organization that prioritizes innovation, growth, and employee development, to become a blithequark Entry-Level Customer Service Representative.We look forward to welcoming you to our team! Required Certifications:* You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66Certifications:* Series 07 - FINRA* Series 66 - FINRACategory:* Customer Service* SalesHybrid Working Model:* blithequark's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates.Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a blithequark office. Equal Opportunity Employer:blithequark is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.