Title:Customer Service Associate/Customer Service Representative/Call Center Representative
Duration: 7+ Months
Location: St. Petersburg, FL
Working Model: On-site and hybrid schedule of 3 days WFH 2 days on-site after training
Pay Rate range: $20-$23/hr on W2
Description:
Job Summary:
Answers and responds to email inquiries regarding issues
Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements
Interprets rules and regulations by applying retirement plan knowledge
Conducts audits of account activity to ensure transactions meet regulatory compliance
Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
Communicates, researches and resolves issues with other internal departments
Reviews daily reports of individual productivity to evaluate personal performance
Work Schedule:
The worker can choose either 8:30am-5:30pm or 9am-6pm
Skills: Must Haves
At least 2 years of recent experience within the financial services, ideally the retirement planning industry OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred. If they are a recent graduate, they must be able to quickly learn the basics within the retirement planning industry.
Experience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferred
Experience working in a call center environment preferred
Strong data entry skills with a high attention to detail.
Ability to navigate through several different systems at once, using a dual monitors
Proficient with Microsoft Office Suite- Excel, Outlook, Word
Quick learner / ability to learn and apply different processes simultaneously
Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers. Please ensure screen this out with candidate references. The candidates submitted should not have any upcoming need for time off for the first few months of their assignment due to this being their busy season.
Keywords:
Education: Minimum of a High School Diploma/GED completed, Bachelor's Degree is highly preferred
...Description: Trigyn?s direct client is seeking a consultant to support the migration of SharePoint sites from 2019 to the SharePoint Online version. Qualifications and Skills: The Business Analyst: SharePoint Consultant will have experience with website...
...narratives that help emerging brands thrive in a competitive landscape. As a vital member of our team, you will do much more than writeyou will craft the strategic backbone of our B2B communications. You will join a kind, mutually supportive environment that is...
...Our call centeris open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is... ...you may be eligible for our work-from-home program, based on individual performance...
...Job Description: Customer Success Manager Company: Recruit CRM Recruit CRM is an all-in-one software solution tailored for recruitment and... ...it an invaluable tool for daily operations. As a fully remote team with headquarters in New Jersey (USA) and Pune (India)...
...responsible class advisors involved. Professional and stable air teaching application. Comprehensive teaching materials offered. 8-13... .... Friendly, motivated, attentive, and patient with kids. Online teaching experience is preferred. Personal device and basic...