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Customer Service Representative (Level III)
Tailored Management Pennington, NJ
$47k-59k (estimate)
Contractor | Business Services 3 Months Ago
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Tailored Management is Hiring a Customer Service Representative (Level III) Near Pennington, NJ

Position: Customer Service Representative - 401(k) Support
Location: Pennington, NJ
Payrate: $21/hr
Contract Length: 12 Months
**Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need
**Access to Health Benefits
Shift Options:Candidates who are considered for the position must be available to work shifts within the following timeframes:
Monday - Friday: 10:00 AM - 6:30 PM
Monday - Friday: 10:30 AM - 7:00 PM
Monday - Friday: 11:00 AM - 7:30 PM
Monday - Friday: 11:30 AM - 8:00 PM
Monday - Friday: 12:30 PM - 9:00 PM
*All times are in Easter Standard Time
Overview:Join our team as a Customer Service Representative supporting participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. You'll be providing participants with clear information on their accounts, guiding them through transactions, and ensuring error-free processing of financial transactions.
Key Responsibilities:
  • Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call.
  • Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients.
  • Manage risk by accurately authenticating clients, fully adhering to policy/procedures, and proactively identifying and escalating potential risks.
  • Navigate through multiple applications and tools to understand policy/procedures, gain clarity on various products/services, and research and resolve issues with client accounts.
  • Display passion, commitment, and deliver an experience that improves our customers’ financial lives.
Required Skills:
  • Must possess the skills to navigate between multiple screens and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information.
  • Computer literacy and proficiency in using Microsoft Outlook, Word, and PowerPoint.
  • Ability to demonstrate flexibility and work well under pressure in a fast-paced, high call volume, and constantly changing call center environment.
  • Strong communication skills, great grammar, and the ability to communicate effectively with management, peers, and clients.
  • Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise.
  • Positive attitude that embraces coaching as an opportunity to improve in the current role.
  • Ability to handle confidential matters and sensitive information responsibly.
Training:
  • Comprehensive training consisting of classroom-style sessions with a skilled trainer.
  • On-the-job training (OJT) with a mentor who is a subject matter expert.
  • Training duration ranges between 5-9 weeks.

Job Summary

JOB TYPE

Contractor

INDUSTRY

Business Services

SALARY

$47k-59k (estimate)

POST DATE

06/05/2024

EXPIRATION DATE

11/30/2024

WEBSITE

tailoredmanagement.com

HEADQUARTERS

VALRICO, FL

SIZE

50 - 100

FOUNDED

1968

TYPE

Private

CEO

YOLANDA BRAMWELL

REVENUE

$10M - $50M

INDUSTRY

Business Services

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