Hybrid Retirement Service CSR III | Oakland

University of California; Oakland (CA); Hybrid; USD 56,000 - 62,000; Full time

Job summary

University of California – Office of the President seeks a Retirement Service Center Customer Service Representative 3 for a hybrid role based in Oakland, CA. The CSR3 delivers exemplary customer service, handles benefit processing, and supports leadership with data analysis and training.

This position emphasizes collaboration, policy compliance, and continuous improvement within the UCRP framework. The role requires strong written and verbal communication, 3+ years in customer service and case

Qualifications

• Minimum 3 years of quality customer service experience.
• 3+ years of case management experience.
• 1 year of pension administration customer support experience.

Responsibilities

• Provide timely, accurate information to internal and external customers.
• Process benefit applications and monitor case progress.
• Conduct quality assurance evaluations and ensure policy compliance.
• Support Survivor Intake and leadership with data analysis.
• Assist with training and coaching of staff.
• Contribute to process improvements and workflow optimization.

Skills

Production goals

Written communication

Microsoft Office

Quality service

Troubleshooting

Knowledge dissemination

Team collaboration

Education

High School Diploma

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

University of California – Office of the President seeks a Retirement Service Center Customer Service Representative 3 for a hybrid role based in Oakland, CA. The CSR3 delivers exemplary customer service, handles benefit processing, and supports leadership with data analysis and training.

This position emphasizes collaboration, policy compliance, and continuous improvement within the UCRP framework. The role requires strong written and verbal communication, 3+ years in customer service and case