401(k) Client Services Specialist (Hybrid)

Austin Community College; Phoenix (AZ); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Health, dental, and vision insurance

Job summary

A leading financial services firm is seeking a Client Service Professional in Phoenix, AZ. In this role, you will deliver exceptional service to clients regarding 401k plans through inbound calls. Candidates must demonstrate a growth mindset, adaptability, and effective communication skills. No financial degree is necessary, but training opportunities will be provided. The position allows for a hybrid work schedule after initial on-site training. Comprehensive benefits include a 401(k) match and paid parental leave.

Qualifications

• No degree or financial license required.
• Willingness to learn and a passion for serving others.
• Open to mentoring and feedback for continuous improvement.

Responsibilities

• Deliver exceptional service through inbound calls about retirement plans.
• Participate in training programs and on-the-job learning.
• Utilize various computer applications to assist clients.

Skills

Customer service experience

Active listening skills

Multi-tasking

Analytical skills

Communication skills

Adaptability

Job description

A leading financial services firm is seeking a Client Service Professional in Phoenix, AZ. In this role, you will deliver exceptional service to clients regarding 401k plans through inbound calls. Candidates must demonstrate a growth mindset, adaptability, and effective communication skills. No financial degree is necessary, but training opportunities will be provided. The position allows for a hybrid work schedule after initial on-site training. Comprehensive benefits include a 401(k) match and paid parental leave.