GuideStone Financial Resources

What We Offer You! Would you like to join a faith-based non-profit financial services organization that offers investment management, retirement, personal advisory services, insurance, and property and casualty solutions to the evangelical Christian community.  And, there’s more!  An award-winning* mutual fund company, GuideStone Funds – the nation’s largest Christian-screened registered mutual fund family-- offers a comprehensive fund line-up across most major asset classes.   We are an innovative organization located in Dallas, Texas that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement. Our retirement line of business serves institutions and churches, including...

Basic Purpose:  In this role you will be responsible for quality review, building collaborative relationships with team members, and working closely with management to improve customer experience and meet organizational standards and objectives .   Essential Duties and Responsibilities Manage the inquiry (call and email) quality and monitoring process in compliance with service level standards.  Expand and implement procedures for quality control processes for customer communications and transaction requests.  Analyze quality control results and develop and deliver coaching strategies to address areas of concern and improve overall effectiveness and efficiency.  Manage workload, tasks and deadlines in regard to quality assessments, keeping managers and team members apprised as to anticipated completion of assessments and any issues or concerns on potential deliveries of assessments.  Report accuracy and quality percentages using a Quality Review Score Card....

We are currently looking for a Customer Solutions Specialist to join the GuideStone inbound call center team. Customer Solutions is a fun, dynamic and team oriented environment.  Our mission is “to serve GuideStone's customers and prospects with integrity and accuracy through engaging conversations leading to valuable solutions that build trust in GuideStone and its representatives.” We also have an outstanding, thorough and engaging training program. In training, you will learn about GuideStone’s different products and services and will be well equipped to perform the various job functions within your position. What you will do: Provide superior customer service to GuideStone participants Educate participants on plan features and articulate retirement, tax and legal issues Explain Mutual Fund Investment vehicles and portfolio options Promote GuideStone products through cross-selling Opportunities include the ability to: Obtain the FINRA Series 6 and 63 licenses...