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Client Service Professional - 401K

26 - 26$
Формат работы
hybrid/onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Service Professional - 401K (Retirement Plans/Client Service): Supporting employer-sponsored retirement and 401(k) plan participants through inbound calls, education, and consultative problem-solving with an accent on participant needs, plan features, and accurate service delivery. Focus on explaining complex retirement products, resolving client issues, and building expertise through structured training and coaching.

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

hirify.global 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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