Customer Contact Center Representative

Role Overview

• Through inbound calls, you will be responsible for building relationships, educating our customers on their retirement plans and responding to customer inquiries on Retirement Products and Plans such as 401(k), 403(b), 457, 401(a)
• Communicates effectively and confidently with all clients to make their financial lives better
• Assisting our customers with plan design inquiries, balance transfers, overall account information, loan requests and loan payments
• Strive for first call resolution and take true ownership of customer needs and issues
• Asking as many questions as you need to understand the customers’ needs and priorities
• Perform multiple tasks/navigate multiple systems simultaneously to service the customer’s account or troubleshoot their questions and issues

Requirements

• College Degree and 1+ year of customer service experience
• Or, in lieu of college degree (HS Diploma or GED are required), 3+ years customer service experience
• Experience in the Financial Service industry is a bonus but not required
• Proficiency with basic computer functions including mouse and keyboard usage, launching applications and navigating multiple systems preferred
• Strong learning agility; flexible and adaptable to learning new things

Benefits

• Health, dental, vision and life insurance
• 401(k) Matching and Pension Plan
• Paid Training, and Full Benefits with no waiting period
• 20 days PTO
• 9 paid holidays
• Choose your own Diversity Day
• 40 hours of paid volunteer time off
• Referral bonuses
• Performance Incentives
• Employee-Led Councils (ELCs)