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 position in Chandler, Arizona. The contract runs from December 7, 2026, through December 6, 2027, with potential for extension or permanent placement. The listed pay rate is $21.00 per hour, paid weekly. Available Monday–Friday shifts are 12:00 p.m.–8:30 p.m., 12:30 p.m.–9:00 p.m., or 1:30 p.m.–10:00 p.m. Mountain Standard Time. Training is Monday–Friday, 9:00 a.m.–5:30 p.m. Eastern Standard Time; 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. Candidates must be comfortable participating in virtual training while onsite. The role may involve exposure to loud sounds or distracting noise from office equipment, lifting up to 30 pounds, and using computers and technology. Canon Recruiting describes its workplace as inclusive and diverse and states that it is an equal opportunity employer. Benefits may include health care and 401(k) savings plans. Qualified applicants with arrest and conviction records will be considered. Candidates with disabilities may request an accommodation by emailing [email protected].
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 effective and efficient operational support to internal business partners, external customers, and prospective clients.
- Assist with opening, maintaining, and updating retirement accounts.
- Provide tutorial assistance, 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 experience that helps improve customers’ financial lives.
Benefits
- Benefits may include health care and 401(k) savings plans.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
