Customer Service Representative (401k)
About The Position
The Customer Service Representative supports participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. The role provides clear account information, guides participants through transactions, and processes financial transactions accurately. It also provides operational support to internal business partners, external customers, and prospective clients. This is a fully onsite contract assignment in Pennington, New Jersey, scheduled from December 7, 2026, through December 6, 2027, with potential for extension or permanent placement. The hourly pay rate is $21.00, paid weekly. Available schedules include weekday and certain weekend shifts. Training takes place Monday through Friday, 9:00 a.m. to 5:30 p.m. EST; after training, employees move to the schedule selected at the time of the offer. The workplace requires professional business-casual attire, consistent attendance, and adherence to call-out procedures. Employees must be comfortable participating in virtual training while onsite. The work involves computer use and may occasionally expose employees to loud sounds and distracting noise; employees must be able to lift up to 30 pounds.
Requirements
- At least 2 years of customer service experience.
- Strong computer literacy and ability to navigate multiple screens and systems simultaneously.
- Proficiency in Microsoft Outlook, Word, and PowerPoint.
- Excellent written and verbal communication skills, including strong grammar.
- Ability to work effectively in a fast-paced, high-volume, and continuously changing environment.
- Strong problem-solving, customer service, and de-escalation skills.
- Ability to manage confidential and sensitive information responsibly.
- Positive attitude and willingness to accept coaching and feedback.
- Flexible, ambitious, dependable, and self-motivated.
- Reliable attendance and punctuality.
- Comfort participating in virtual training while onsite.
- Ability to lift up to 30 pounds.
Nice To Haves
- Previous call center experience is strongly preferred.
Responsibilities
- Provide clients and internal partners with clear, complete, and accurate responses at the point of contact.
- Deliver operational support to internal business partners, external customers, and prospective clients.
- Assist with opening, maintaining, and updating retirement accounts.
- Provide tutorials, troubleshoot errors, and review account documentation.
- Authenticate clients accurately and follow applicable policies and procedures.
- Identify and escalate potential risks appropriately.
- Navigate multiple applications and systems to research products, procedures, and account issues.
- Document relevant information quickly and accurately while keeping the client engaged.
- Resolve and de-escalate challenging situations professionally and respectfully.
- Deliver a positive customer experience that helps improve customers’ financial lives.
Benefits
- The company’s range of benefits may include health care and 401(k) savings plans.
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What This Job Offers
Education Level
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