Client Service Representative

Leawood, Kansas, United States · Client Services

Description

Blooom, founded in 2013 in America’s heartland, is a rapidly growing financial technology company that is hell-bent on disrupting the status quo on how financial services are delivered to millions of middle class Americans. Named one of the Top 10 Most Innovative Companies in Personal Finance by Fast Company Magazine, blooom is based in Johnson County, Kansas which was rated the #4 best place to live and #6 best for families in the United States by Niche.

If you are genuinely interested in making a difference in the lives of our clients through your work – welcome home.

OVERVIEW

Blooom seeks a Client Service Representative to join its mission of providing affordable, professional financial help to the masses. We developed an online, automated tool that manages individual’s employer-sponsored retirement accounts (401k, 403b or 457). Prospects who join blooom finally have a partner they can count on to optimize their portfolio by reducing hidden fees, aligning their stock/bond mix to their retirement horizon and navigating the emotional journey towards retirement.

Here’s what success looks like:
We are searching for an individual that has a passion for client service, problem solving, and making people smile. You will exhibit a dedication to the core mission of our service – providing high quality, simple, and affordable financial services to the millions of Americans that have traditionally been ignored or taken advantage of by Wall Street. Your success as a blooom Client Service Rep will ultimately help to improve and strengthen the blooom client experience. This is an exciting growth opportunity for an entry-level client service position that will expand your knowledge and experience and have a direct impact on the lives of the people that need blooom’s help the most.

Here’s what your day-to-day will look like:

Requirements

Here’s the experience and values we are looking for:

REQUIREMENTS

Benefits

COMP, BENEFITS, & PERKS

401k + match, Health Insurance, Life Insurance, Disability Insurance

Vacation/Time off: at your choosing

Catered lunches

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