
This full-time Customer Support Representative role, titled Financial Customer Associate, is based at the Merrimack site and focuses on guiding clients through their financial needs. The position involves answering inquiries about 401k accounts, assisting with withdrawals and loans, and providing educational resources to help customers achieve their financial goals. Key responsibilities include managing phone interactions, troubleshooting basic technical issues, and participating in a comprehensive 14-week training program that transitions associates from basic calls to complex retirement plan support. The role is appealing due to its strong emphasis on career development, offering continuous learning opportunities, career coaching, and a supportive culture that values empathy and relationship building. While the position requires a high school diploma and prior customer service experience, no finance background is necessary. The work arrangement includes a hybrid model with flexibility to balance office and home environments, alongside standard weekday shifts.












