Bilingual Account Services Representative

Bilingual Account Services Representative (Spanish/English) – Hybrid

$500 Hiring Bonus • Competitive Pay • Growth Opportunities

We’re looking for a Bilingual Spanish/English Account Services Representative to support IRA Smart customers with account questions, transaction requests, and 401(k) inquiries.

If you enjoy helping people and want to make an impact, this is a great opportunity to join a supportive, mission-driven team.

Pay: $21.45/hour
Hiring Bonus: $500 after 3 months of successful employment
Schedule: Monday–Friday, 10am–7pm (occasional overtime)

What You Will Do

• Answer inbound calls and assist customers in both English and Spanish
• Provide complete account servicing for IRA Smart customers through the inbound channel
• Access and interpret information from multiple systems
• Talk with clients about the long-term impact of cashing out retirement accounts
• Serve as a liaison between clients and financial institutions for rollovers under $10K
• Respond to customer service emails

What We’re Looking For

• Fluent Spanish and English communication skills
• 1–2 years of call center or customer service experience Ability to handle a high volume of calls and varied customer needs
• Strong communication skills with a positive, professional tone
• Ability to explain account information, rollover processes, and required documents
• Proficiency in Microsoft Office
• Strong focus on quality and customer experience

Why You’ll Love Working Here

Retirement Clearinghouse was named one of Charlotte Magazine’s Top Places to Work in 2024 and 2025. Here, you’ll help millions of Americans preserve their retirement savings using innovative technology and supportive, no-pressure service.

Benefits

• A positive culture that promotes work-life balance
• Competitive pay with bonus potential
• 18 days PTO, 5 sick days, and 3 floating holidays (prorated first year)
• Paid holidays
• Full benefits starting Day 1: medical, dental, vision, disability, life insurance
• 401(k) eligibility on Day 1 with immediate 100% vesting and employer match
• Professional development and advancement opportunities

Training & Work Setup

• New hires complete a 3-week onsite training program
• After training, hybrid/remote work options become available
• Employees may also choose to work onsite in our modern office

Location- RCH is located in the Ayrsley area of Charlotte, NC

Retirement Clearinghouse is an EEO employer and participates in the E-Verify program. Pre-employment background checks will be performed upon offer of employment.