Customer Service Representative

Our client, a leader in financial services, is seeking a Customer Service Representative to join their team. As a Customer Service Representative, you will be part of the Retirement Services Operational Support Team supporting client accounts and providing expert guidance. The ideal candidate will have strong communication skills, a passion for service, and the ability to navigate complex information, which will align successfully in the organization.

Job Title: Customer Service Representative

Location:1945 Northwestern Drive, El Paso, TX 79912

Pay Range:$22.07

What's the Job?

• Assist clients with questions and needs regarding their retirement accounts
• Provide expertise on complex product and service questions about retail IRAs and small business retirement plans
• Process transactions such as distributions, Roth conversions, and tax withholding changes
• Build and maintain client loyalty through exceptional service and guidance
• Collaborate with team members to ensure efficient and accurate support

What's Needed?

• Strong technical skills, including Windows, internet searching, Excel, Outlook, and Microsoft Teams
• Excellent customer service skills with experience in high-volume call centers within the financial industry
• Ability to explain complex IRS rules and regulations clearly to clients
• Flexible work availability to respond to business demands
• Positive attitude, professionalism, and a strong work ethic with high integrity

What's in it for me?

• Opportunity to develop expertise in retirement services and financial products
• Collaborative and supportive work environment
• Potential for growth and leadership within the organization
• Engagement in meaningful work that helps clients achieve their financial goals
• Comprehensive training and development programs