Insight Global
Job Description
Insight Global is seeking customer service representatives for our client in El Paso for their Retirement Services Operational Support Team. In this role you will help clients with their retirement accounts and provide expert guidance on IRAs (Traditional, Roth, Inherited, ESA) and small business plans (SEP, SIMPLE, QRP, i401k). You will handle transactions like distributions, Roth conversions, and tax withholding updates. The goal of this position is to build client loyalty through helpful service and teamwork. This is a great opportunity to get your foot in the door at a large financial institution with a great company culture!
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
• 2-4 years’ Experience in a high-volume call center, preferably in finance
• Strong customer service and communication skills
• Ability to de-escalate client concerns calmly and effectively
• Comfortable using Windows, Excel, Outlook, and Microsoft Teams
• Flexible with work hours based on business needs
• Organized, reliable, and eager to learn
• Team-oriented with leadership potential • Bachelor’s degree null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
Insight Global is seeking customer service representatives for our client in El Paso for their Retirement Services Operational Support Team. In this role you will help clients with their retirement accounts and provide expert guidance on IRAs (Traditional, Roth, Inherited, ESA) and small business plans (SEP, SIMPLE, QRP, i401k). You will handle transactions like distributions, Roth conversions, and tax withholding updates. The goal of this position is to build client loyalty through helpful service and teamwork. This is a great opportunity to get your foot in the door at a large financial institution with a great company culture!
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
• 2-4 years’ Experience in a high-volume call center, preferably in finance
• Strong customer service and communication skills
• Ability to de-escalate client concerns calmly and effectively
• Comfortable using Windows, Excel, Outlook, and Microsoft Teams
• Flexible with work hours based on business needs
• Organized, reliable, and eager to learn
• Team-oriented with leadership potential • Bachelor’s degree null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.