Customer Service Representative (401k) - Pennington, NJ

Canon Recruiting Group • Pennington, NJ

12d • Onsite

About The Position

Retirement and Benefits supports participants in employer sponsored 401(k), pension, and non-qualified deferred compensation plans. Provides participants with clear information on their accounts, guides them through how to execute transactions, and completes error free processing of financial transactions.

Requirements

• At least 2 years of customer service experience.
• Previous call center experience is strongly preferred.
• Strong computer literacy and the 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 are essential.

Nice To Haves

• Candidates must be comfortable participating in virtual training while onsite.

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.
• Accurately authenticate clients and follow all 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 fully engaged.
• Resolve and de-escalate challenging situations professionally and respectfully.
• Deliver a positive experience that helps improve customers’ financial lives.

Benefits

• health care
• 401(k) savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed