Customer Support Specialist

Insight Global; El Paso (TX); Vor Ort; USD 23.419 - 30.307; Vollzeit

Zusammenfassung

A financial services contractor in El Paso is looking for a Customer Support Specialist to assist clients with retirement accounts. You will provide expert guidance on IRAs and small business plans while answering client inquiries and processing transactions. Ideal candidates have 2-4 years of experience in a call center, strong communication skills, and are comfortable using computer tools. This is a 6-month contract with potential extensions.

Qualifikationen

• 2-4 years of experience in a high-volume call center, preferably in finance.
• Ability to de-escalate client concerns calmly and effectively.
• Organized, reliable, and eager to learn.

Aufgaben

• Answer client questions and assist with retirement account needs.
• Provide clear explanations of retirement rules and processes.
• Process account transactions accurately.

Kenntnisse

Customer service skills

Communication skills

Problem-solving

Tools

Windows

Excel

Outlook

Microsoft Teams

Jobbeschreibung

Overview

Insight Global is seeking customer service representatives for our client in El Paso for their Retirement Services Operational Support Team. In this role you will help clients with their retirement accounts and provide expert guidance on IRAs (Traditional, Roth, Inherited, ESA) and small business plans (SEP, SIMPLE, QRP, i401k). You will handle transactions like distributions, Roth conversions, and tax withholding updates. The goal of this position is to build client loyalty through helpful service and teamwork. This is a great opportunity to get your foot in the door at a large financial institution with a great company culture!

Base pay range

$17.00/hr - $22.00/hr

Position: Customer Support Specialist

Start Date: October 27th

Shift: 8:30 AM - 5:00 PM M-F

Pay Rate: $17 - $22 / Hourly

Duration: 6 Month Contract, Extensions or Conversion thereafter.

Responsibilities

• Answer client questions and assist with retirement account needs
• Provide clear explanations of retirement rules and processes
• Process account transactions accurately
• Help clients understand IRS regulations and retirement options
• Collaborate with team members to resolve client issues
• Maintain a positive and professional attitude

Qualifications

• 2-4 years’ Experience in a high-volume call center, preferably in finance
• Strong customer service and communication skills
• Ability to de-escalate client concerns calmly and effectively
• Comfortable using Windows, Excel, Outlook, and Microsoft Teams
• Flexible with work hours based on business needs
• Organized, reliable, and eager to learn
• Team-oriented with leadership potential

Notes

This position is a Contract role based in El Paso, TX. It is part of a Retirement Services Operational Support Team and involves guidance on IRAs and small business retirement plans, as well as handling transactions like distributions and Roth conversions.