Financial Services Professional

Revolution Technologies; Towson (MD); Hybrid; USD 33,000 - 41,000; Full time

Benefits offered by this job

Laptop provided

Job summary

Revolution Technologies is hiring a Customer Service Associate to support retirement savings plan clients. The role starts onsite during training and moves to a hybrid schedule, 3 days onsite and 2 days remote per week in Towson, MD.

A laptop will be provided and the pay rate is $27.00 per hour on a W-2 basis. Requirements include 2–3 years of customer service or call center experience and proficiency in Microsoft Office and PDFs; Salesforce experience is a plus and bilingual Spanish/English is

Qualifications

• 2-3 years of customer service or call center experience.
• Proficient in Microsoft Office Suite and PDF.
• Salesforce knowledge is a plus.

Responsibilities

• Answer inbound calls (no selling).
• Provide exceptional customer service information about retirement plans.
• Educate participants about their retirement accounts and features.
• Data entry and other administrative tasks.
• Facilitate problem resolution and document processing.

Skills

Customer service

Call center experience

Microsoft Office

PDF proficiency

Bilingual Spanish/English

Education

High School degree

Tools

Salesforce

Job description

Customer Service Associate (formal title)

Onsite during training, then hybrid onsite 3 days per week, remote 2 days per week in Towson, MD.

Laptop provided

Contract: 6+ months -- Opportunity for extension or conversion based on attendance/performance

Pay Rate: $27.00/hr. W-2

Hours of operation:

7:45 AM-4:15 PM EST

Must have 2-3 years of customer service or call center experience

Must be proficient in Microsoft Office Suite and PDF. Salesforce experience is a plus

Job Summary

Come join us with helping people save for their future. Our company offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b) or other qualified plans.

We strive to provide an extraordinary work environment that supports the happiness and well-being of our staff, clients, and company.

Join us to work on a team of critically-thinking, detailed-oriented people who support our clients and their employees with their retirement savings plans' operation.

Essential Duties and Responsibilities

• Answers in bound calls (no selling)
• Provides exceptional customer service information regarding 401(k), 403(b) or other qualified plans
• Educates participants about their retirement account and features
• Data Entry and other administrative tasks
• Facilitates problem resolution and document processing

Knowledge, Skills, and Abilities

• Proficiency in Microsoft Office products
• Communicate effectively, both verbally and in writing
• Excellent problem-solving and critical thinking ability
• Ability to multitask
• Show initiative and be proactive when necessary
• Quality-driven with a strong sense of accountability
• Diagnose problems and offer resolution
• Be open and flexible in a dynamic environment focused on continuous improvement
• Salesforce knowledge preferred but, not required
• Bilingual (Spanish/English) is a plus

Educational/Previous Experience Requirements

• High School Degree or equivalent OR any equivalent combination of education, experience and/or training approved by Human Resources.