Demo

Customer Experience Specialist

Transition Finance Strategies LLC
Charlottesville, VA Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/16/2025

Job Type

Full-time

Description

Want to use your skills to positively impact a fast-paced, growing business? Looking to advance your career in an entrepreneurial environment?

We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA and Maple Grove, MN, although our client base is nationwide. We are one of the top 2 companies that provide ESOP recordkeeping and administration services in the country, and we continue to grow our retirement services business (401(k), DB, CB, etc). We are seeking sharp, detail-oriented, dedicated individuals to join our team.

We are hiring Customer Experience Specialists

In this role, you will communicate effectively and efficiently with participants via phone and email. You will deliver exceptional customer service, responding to inquiries and requests for account information regarding their ESOPs.

Essential Functions

  • Answer participant calls in a timely and professional manner.
  • Ensure privacy of participant information by adhering to identification verification standards.
  • Provide participants with accurate and precise information in response to requests.
  • Diffuse challenging situations and determine whether manager input is needed.
  • Provide basic technical support for participant portal.
  • Conduct research and follow-up on participant requests as needed.
  • Stay informed about changes in policy, procedures and services in order to provide accurate information to customers.
  • Efficiently manage phone, email workflow.

Requirements

  • High school diploma or equivalent required.
  • One to two years customer service experience required.
  • One to two years Call Center experience preferred.
  • Bi-lingual (Spanish speaking) candidates preferred.
  • Professional phone speaking skills.
  • Excellent customer service skills.
  • Excellent product knowledge.
  • Proficient in Excel and Microsoft Word.
  • Proficient communication across multiple channels (e.g., email, interpersonal, written and verbal).
  • Must be able to work independently and as part of a team.
  • Must be a team player and willing to assist other departments as needed.
  • Benefits :

    We offer challenging work, a competitive salary, and an outstanding opportunity for career growth for the right candidate. Our comprehensive benefits package includes Medical, Dental, Vision, Life & AD&D, Disability, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off and education / association dues assistance.

    We work hard, but we also have fun. As a Blue Ridge Associates employee, you will be a part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly virtual Happy Hours, Monthly Birthday Celebrations and Annual Social gatherings where we celebrate our successes. You'll have opportunities to shine by joining one of our committees : Charitable Action, Employee Engagement, Communications, Process Improvements or by volunteering for a special project that calls your name. Come join us!

    Don't miss this opportunity to become a part of our dynamic organization!

    Equal Opportunity Employer

    Must be authorized to work in the US.

    Salary Description

    20-$26 per hour

    Salary : $20 - $26

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