Customer Service Representative 401(k) - Tampa, FL
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 information about participant accounts, guides clients 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 Tampa, Florida. The contract is scheduled from December 7, 2026, through December 6, 2027, with potential for extension or permanent placement. The pay rate is $21.00 per hour, paid weekly. Employees complete weekday training from 9:00 AM to 5:30 PM EST, then transition to the schedule selected at the time of the offer. Available schedules include weekday and some weekend combinations, with shifts ranging from 7:00 AM to 9:00 PM. 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 may occasionally involve loud sounds or distracting noise from office equipment, and involves computer and technology use and the ability 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, 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.
- Ability to lift up to 30 pounds.
- Comfort participating in virtual training while onsite.
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 efficient 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 appropriately escalate potential risks.
- 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 stated range of benefits may include health care and 401(k) savings plans.
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What This Job Offers
Education Level
No Education Listed
