Onsite Retirement Services Client Advisor

TEKsystems; Canutillo (TX); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability

Job summary

TEKsystems is seeking an on-site Retirement Services OST specialist in El Paso, TX, for a contract role. The position pays $22.50/hr and involves assisting clients with retirement accounts, including IRAs and small business plans.

The successful candidate will handle de-escalation, provide excellent customer service, and navigate IRS rules with a client-focused approach. A flexible shift and strong communication are required.

Qualifications

• De-escalation skills required.
• Excellent customer service in a high-volume call center.
• Ability to explain IRS rules to clients clearly.
• Flexible shift to meet business demand.
• Strong communication and client-focused mindset.
• Well-developed organizational and time-management skills.
• Proven leadership potential and teamwork.

Responsibilities

• Assist clients with questions and needs regarding their accounts to build and maintain loyalty.
• Process retirement account transactions and changes, including distributions or withholdings.
• Provide guidance on IRA products and small business retirement plans to clients.

Skills

De-escalation

Customer service

Call center

Financial industry

Explain IRS rules

Flexible shift

Communication

Teamwork

Leadership

Problem solving

Tools

Windows

Excel

Outlook

Microsoft Teams

Job description

TEKsystems is seeking an on-site Retirement Services OST specialist in El Paso, TX, for a contract role. The position pays $22.50/hr and involves assisting clients with retirement accounts, including IRAs and small business plans.

The successful candidate will handle de-escalation, provide excellent customer service, and navigate IRS rules with a client-focused approach. A flexible shift and strong communication are required.