Financial Advocate

Summary

Join World Investment Advisors as a Financial Advocate/Senior Client Operations Associate and contribute your expertise to our growing team. You will provide personalized financial guidance to participants using our SMARTMap® platform, offering support through phone, email, and chat. Responsibilities include assisting with enrollment, managing participant interactions in Salesforce, guiding transactional requests, and providing personalized advice through Foundational Planning. The ideal candidate possesses strong communication and computer skills, along with experience in customer service or a related field. While FINRA licenses are highly encouraged, obtaining them within six months of hire is acceptable. A competitive salary, bonus program, and comprehensive benefits package are offered.

Requirements

• 1-3 years of experience in customer service, operations support or administrative support role
• Superb verbal, written communication, and interpersonal skills
• Superb computer skills, including familiarity with Microsoft Office Suite, Salesforce, and/or HubSpot
• Strong attention to detail
• Ability to work efficiently and accurately under pressure and to meet deadlines
• Ability to work independently and to proactively seek new responsibilities
• Ability to work well in a team environment with multiple departments
• Emotional intelligence (EQ), Attunement and Empathy

Responsibilities

• Respond to participant inquiries via phone, email, and chat with integrity, ensuring client satisfaction
• Assist clients with enrollment in SMARTMap® Financial Wellness program tools and resources
• Manage participant interactions in Salesforce, ensuring accuracy, completeness, and timely follow-ups
• Guide transactional requests such as account changes, rollovers, loans, and withdrawals, coordinating with retirement plan providers as necessary
• Serve as a Financial Advocate, assisting participants in utilizing SMARTMap® tools throughout their financial journeys
• Provide personalized advice through Foundational Planning, addressing both retirement-related topics and broader financial needs such as budgeting and debt management
• Conduct outbound calls for Foundational Planning and handle inbound calls as needed
• Promote positive participant behaviors in savings, engagement, and financial wellness to support retirement readiness
• Collaborate with the Advisor Support, Marketing, and Compliance departments to fulfill client requests
• Work closely with the Participant Engagement Team to expand the Foundational Planning program through research and partnerships
• Serve as a point of contact for advisors and employers seeking strategies to increase participant engagement

Preferred Qualifications

• FINRA licenses (Series 65 or 63/6)
• BA/BS degree from an accredited university
• Previous experience in the finance and/or investment market/securities
• Bilingual in Spanish

Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental & Vision Insurance
• Life Insurance
• Generous Paid Time Off Policy
• Mental Health Days
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Bonus program