5 дней назад
Client Service Professional - 401K
26 - 26$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Professional - 401K (Customer Service/Retirement Plans): Supporting employer-sponsored retirement and 401(k) plan participants through inbound calls, education, and consultative problem solving with an accent on client empathy, accurate information, and plan-feature guidance. Focus on resolving participant needs across integrated systems, building retirement-product expertise, and serving clients across Central Time shifts.
Location: Austin, Texas, United States. Full-time on-site attendance is required during the training program, followed by a hybrid work schedule. Various shifts are required Monday–Friday between 7:00 a.m. and 9:00 p.m. Central Time.
Salary: USD $26.01 per hour, with eligibility for bonus or incentive opportunities.
Company
provides financial services and retirement solutions.
What you will do
- Answer inbound calls from employer-sponsored retirement and 401(k) plan participants.
- Listen actively, take ownership of client concerns, and resolve service issues.
- Explain plan features and guide participants toward informed decisions.
- Use integrated systems and resources to deliver accurate client solutions.
- Build expertise in retirement products through training, on-the-job learning, and coaching.
Requirements
- Passion for helping participants and creating positive client experiences.
- Clear communication skills and the ability to build trust.
- Confident, empathetic, accurate, and thorough approach to problem solving.
- Openness to feedback, adaptability, and ability to work in a supportive team.
- Ability to work full time on-site during training and then on a hybrid schedule in Austin.
- Availability for scheduled shifts during Central Time service hours.
Nice to have
- Previous customer service or client relationship experience.
- Bachelor’s degree or higher.
- Spanish bilingual ability for supporting a broader client base.
Culture & Benefits
- Structured training, continuous learning, and individual coaching.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, vision, parental leave, and family-building benefits.
- Paid vacation and volunteering time, plus a 28-day sabbatical after five years for eligible positions.
- Tuition reimbursement and a workplace approach combining flexibility with regular in-person collaboration.
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