Client Service Professional - 401K
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Phoenix, Arizona, United States. Full-time onsite work is required during the training program, followed by a hybrid schedule. Availability is required Monday-Friday for shifts between 6:30am and 8:00pm local Arizona time. The office is located at 2423 E. Lincoln Drive, Phoenix, AZ. New-hire training begins October 26, 2026.
Salary: USD $26.01 per hour, with eligibility for bonus or incentive opportunities.
Company
is a financial services company supporting clients and participants in managing their financial futures.
What you will do
- Answer inbound calls from employer-sponsored retirement and 401(k) plan participants.
- Listen actively, take ownership of client inquiries, and resolve problems.
- Explain plan features and retirement products in a clear, consultative manner.
- Guide participants toward informed financial decisions using integrated systems and resources.
- Deliver accurate, empathetic service while collaborating with a supportive team.
Requirements
- Strong passion for helping participants and creating positive client experiences.
- Clear communication, trust-building, empathy, accuracy, and thoroughness.
- Confident problem-solving, openness to feedback, and a growth mindset.
- Ability to adapt to change and work effectively as part of a team.
- Ability to work full time onsite during training and then follow a hybrid schedule in Phoenix.
- Availability for Monday-Friday shifts between 6:30am and 8:00pm local Arizona time.
Nice to have
- Previous customer service or client relationship experience.
- Bachelor’s degree or higher.
- Spanish bilingual skills for supporting a broader client base.
Culture & Benefits
- Structured training, on-the-job learning, and individual coaching.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, and vision insurance.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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