401k Retirement Support Specialist — Onsite Jacksonville

Canon Recruiting Group; Jacksonville (FL); On-site; USD 28,000 - 30,000; Full time

Job summary

Canon Recruiting Group in Jacksonville, FL seeks a Customer Services Representative (401k) to support 401(k) and retirement accounts onsite. The role emphasizes accurate, compliant processing and clear client communication in a fast-paced environment.

The position is full-time, onsite, with training Monday–Friday and multiple shift options. Pay is $21/hour with weekly pay, contract through 11/1/2027; [e-mail] is the contact email.

Qualifications

• At least 2 years of customer service experience.
• Previous call center experience is strongly preferred.
• Strong computer literacy and the ability to navigate multiple screens and systems simultaneously.
• Proficiency in Microsoft Outlook, Word, and PowerPoint.
• Excellent written and verbal communication skills, including strong grammar.
• Ability to work effectively in a fast-paced, high-volume, and continuously changing environment.
• Strong problem-solving, customer service, and de-escalation skills.
• Ability to manage confidential and sensitive information responsibly.
• Positive attitude and willingness to accept coaching and feedback.
• Flexible, ambitious, dependable, and self-motivated.
• Reliable attendance and punctuality are essential.

Responsibilities

• Provide clients and internal partners with clear, complete, and accurate responses at the point of contact.
• Deliver effective and efficient operational support to internal business partners, external customers, and prospective clients.
• Assist with opening, maintaining, and updating retirement accounts.
• Provide tutorial assistance, troubleshoot errors, and review account documentation.
• Accurately authenticate clients and follow all applicable policies and procedures.
• Identify and elevate potential risks appropriately.
• Navigate multiple applications and systems to research products, procedures, and account issues.
• Document relevant information quickly and accurately while keeping the client fully engaged.
• Resolve and de-escalate challenging situations professionally and respectfully.
• Deliver a positive experience that helps improve customers’ financial lives.

Skills

Customer service

Call center experience

Multitasking

Clear communication

Tools

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Job description

Canon Recruiting Group in Jacksonville, FL seeks a Customer Services Representative (401k) to support 401(k) and retirement accounts onsite. The role emphasizes accurate, compliant processing and clear client communication in a fast-paced environment.

The position is full-time, onsite, with training Monday–Friday and multiple shift options. Pay is $21/hour with weekly pay, contract through 11/1/2027; [e-mail] is the contact email.