401k Customer Service Agent
eClerx•Fayetteville, NC
•$40,000 - $45,000
About The Position
As a Customer Service Specialist, you will help customers consolidate their retirement accounts and guide them through the 401k rollover experience. You will answer customer questions and help provide a positive experience that increases customers’ confidence in their long-term finances. You will also advocate for customers by sharing feedback with product and engineering teams to inform the product roadmap.
Requirements
- Experience in a customer service or client-facing role.
- Strong interest in helping people achieve their financial goals.
- Familiarity with customer service best practices and tools.
- Ability to work flexible hours if necessary to solve customers’ problems.
Nice To Haves
- Financial or banking experience.
- Military veteran status.
Responsibilities
- Guide customers through the 401k rollover experience and answer questions via chat, email, and phone.
- Become an expert on 401ks, rollovers, and IRAs.
- Communicate with financial institutions and employers on customers’ behalf to help complete transactions when necessary.
- Contribute to internal knowledge-base content and external FAQs based on customer questions and comments.
- Synthesize customer feedback and share it with other team members.
Benefits
- Competitive salary and performance bonuses.
- Flexible working hours.
- Career growth opportunities and ongoing training.
- Inclusive, supportive company culture.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
