401k Customer Service Agent
eClerx•Fayetteville, NC
13h•$40,000 - $45,000
About The Position
Saving for retirement is hard, with lots of friction and confusion. As a Customer Service Specialist, you’ll play a key role in helping our customers consolidate their retirement accounts. You’ll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances. You’ll also be an advocate for the customer and share customer feedback with our product & engineering teams to inform our 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 preferred
- Military veterans preferred
Responsibilities
- Guide customers through the 401k rollover experience and answer their questions through chat, e-mails, and phone calls
- Become an expert on 401ks, rollovers, and IRAs
- Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
- Contribute to our internal knowledge-base and external FAQs based on customer questions/comments
- Synthesize customer feedback and share 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
Number of Employees
5,001-10,000 employees
