Bilingual Account Service Representative (Charlotte)
Bilingual Account Services Representative (Spanish/English) – Hybrid Position
$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
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
PI1bc0a4af29f3-38003-39720418
Recommended Jobs
Client Care Representative
**Job description:** ## **About Americas Choice Inspections** Americas Choice Inspections is a multi-inspector firm providing residential and light commercial inspections across the Greater Charlott…
Global SDS Consultant
Job Title: Global SDS Consultant Start Date: ASAP Job Type: Contract (long term potential) Pay Rate: $80.00 - $117.00/hr Schedule: On-site / Hybrid - Cary, NC Scope: Global Keywords: #GlobalSD…
Wallcovering Installer (Charlotte, NC)
Founded in 1946, Duncan-Parnell is a leading supplier of high-quality signs and graphics for design firms, retail establishments, architects, construction companies, home builders, developers, and m…
Office Administration Part-time Assistant
Job Title: Office Administrator Job Type: Part-Time Salary: [$21.00 per hour] About Us: Top Level Promotions is a dynamic and growing organization focused on providing excellent…
Quality Systems Specialist
Teguar Corporation is expanding, and we are currently looking for a Quality Systems Specialist to join our team. About the Job This position is primarily responsible for providing support for…
Data Analyst Intern (Part time, Spring Semester)
Relay is transforming the physical world into a searchable, actionable data asset. We’ve moved beyond "Big Radio's" analog past to build the Relay SOAR™ Platform, which treats voice and movement as …
Remote Client Support Consultant
Role Overview We are expanding our remote support team and are seeking dependable individuals who thrive with assisting others and managing multiple tasks. In this role, you will support clients…
Auto Body Paint Technician
For a quick application text APPLY1 to 82174 About Dent Wizard Dent Wizard is the nation’s undisputed leader in automotive reconditioning services and vehicle protection products – and our suc…
Restaurant Manager | Charlotte, NC
We are seeking a dedicated and motivated Restaurant Manager to help lead the team at a Casual Steakhouse. As the Restaurant Manager, you will play a vital role in supporting the restaurant's operatio…
Caregivers Wanted-Build Your Schedule Fast
Home Health Aides/Certified Nursing Assistants | Serving: Oxford, Sutton, Charlton, Southbridge, Webster, Dudley, Sturbridge, Spencer Looking for short daytime caregiving shifts that fit aroun…