Customer Contact Center Representative

This is a fully remote position, open to applicants in New York.

📋 Description

• Responsible for establishing relationships through inbound calls, educating customers about their retirement plans, and addressing inquiries related to Retirement Products and Plans.

• Effectively and confidently communicate with all clients to enhance their financial well-being.

• Assist customers with inquiries regarding plan design, balance transfers, overall account information, loan requests, and loan payments.

• Aim for first-call resolution and take genuine ownership of customer needs and concerns.

• Manage multiple tasks and navigate various systems simultaneously to service customer accounts or resolve their questions and issues.

⛳️ Requirements

• A high school diploma or its equivalent.

• College experience, preferably an Associate's or Bachelor's degree.

• Previous job or internship experience.

• At least 1 year of customer service experience or 3+ years of customer service experience in place of a degree.

• Proficient in basic computer operations, including mouse and keyboard usage, application launching, and navigating multiple systems.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• 401(k) matching program and pension plan.

• Paid training and comprehensive benefits with no waiting period; Monday to Friday only.

• Referral bonuses available.

• Performance-based incentives.

• Generous paid time off from the start: 20 days of PTO, 9 paid holidays, a customizable Diversity Day, and 40 hours of paid volunteer time off.