Customer Service Representative

Tailored Management; Chandler (AZ); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Customer Service Representative to provide exceptional support for retirement and benefits programs. This role involves guiding clients through their accounts, processing financial transactions, and ensuring a high level of service in a fast-paced environment. Ideal candidates will possess strong communication skills, a positive attitude, and the ability to handle sensitive information responsibly. Join a dynamic team where your contributions will make a meaningful impact on clients' financial well-being and career growth opportunities await you.

Benefits

Medical Insurance

Vision Insurance

Qualifications

• 2+ years of customer service experience required.
• Proficient in Microsoft Office applications.
• Ability to work under pressure in a call center.

Responsibilities

• Provide support for 401(k) and pension plan participants.
• Guide clients through transactions and ensure accuracy.
• Maintain confidentiality and handle sensitive information.

Skills

Customer Service Experience

Computer Literacy

Strong Communication Skills

Ability to Handle Confidential Matters

Flexibility in Fast-Paced Environment

Tools

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Job description

Location of Assignment: Chandler, AZ 85224

Contract Length: 12+ month contract, potential to extend or convert permanent

Pay Rate: $21/hour

Target Start Date: 6/2/2025, pending completion of new hire onboarding and clearance of background check

Training Hours (first 90 days): Monday through Friday 9am -5:30pm EST (Will follow schedule selected at offer time, ONCE TRAINING IS COMPLETED)

Shifts Available:

Summary:

DEPARTMENT- 401k

Retirement and Benefits support for participants in employer sponsored 401(k), pension, and non-qualified deferred compensation plans. Provides participants with clear information on their accounts, guides them through how to execute transactions, and completes error free processing of financial transactions.

Skills & Qualifications:

2 or more years of customer service experience and below skills.

• Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
• Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT
• Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
• Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
• Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
• Positive attitude that embracing coaching as an opportunity to improvement in current role
• Ability to handle confidential matters and sensitive information in a responsible manner.
• Ambitious and self-motivating

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Customer Service

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Inferred from the description for this job

Medical insurance

Vision insurance

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