Customer Service Representative

Collabera Inc.; Fort Worth (TX); Hybrid; USD 29,000 - 40,000; Part time

Job summary

Collabera Inc. is seeking a Customer Service Representative to support participants with employer-sponsored retirement plans, including 401(k) and pension accounts.

The role involves answering account questions and guiding participants through financial transactions while ensuring accurate processing and delivering professional customer service.

Qualifications

• High school diploma or equivalent.
• Strong verbal and written communication skills.
• Excellent attention to detail and accuracy.
• Professional demeanor and customer-service mindset.
• Ability to work onsite and complete virtual training requirements.
• Finance/retirement-services experience or relevant certifications are a plus, not mandatory.

Responsibilities

• Handle participant inquiries related to retirement and benefits accounts.
• Guide participants through financial transactions and account processes.
• Process transactions accurately and efficiently.
• Provide professional, clear, and customer-focused communication.
• Follow company policies related to attendance, punctuality, dress code, and workplace conduct.

Skills

Verbal & written comms

Attention to detail

Customer-service mindset

On-site work readiness

Finance/retirement knowledge

Education

High school diploma or equivalent

Job description

Job Title: Customer Service Representative

Duration: 06 Months Contract + possibility of extension and conversion based on performance

Location: Fort Worth, TX 76155 - Onsite

Pay Rate: ($29 - $21) on an hourly basis

Shifts: 3 Shifts

M-F - 10 AM to 7:30 PM CST

M-F - 12:30 PM - 09 PM CST

M-F - 12 PM to 8:30 PM CST

Training Hours – Monday through Friday 9 AM -5:30 PM EST – Will follow the schedule selected at offer time once training is completed

Role Summary:

• Seeking a Banking or financial Customer Service Representative to support participants with employer-sponsored 401(k), pension, and non-qualified deferred compensation plans.
• The role involves answering account-related questions, guiding participants through financial transactions, and ensuring accurate, error-free processing while delivering professional customer service.

Responsibilities:

• Handle participant inquiries related to retirement and benefits accounts.
• Guide participants through financial transactions and account processes.
• Process transactions accurately and efficiently.
• Provide professional, clear, and customer-focused communication.
• Follow company policies related to attendance, punctuality, dress code, and workplace conduct.

Required Qualifications:

• High school diploma or equivalent.
• Strong verbal and written communication skills.
• Excellent attention to detail and accuracy.
• Professional demeanor and customer-service mindset.
• Ability to work onsite and complete virtual training requirements.
• Finance/retirement-services experience or relevant certifications are a plus, not mandatory.
• The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable.