Client Service Representative

Title : Client Service Representative Location : Chandler, AZ Max Pay Rate : $21/hour Type : Contract Training Schedule : Mon–Fri, 9:00 AM – 5:30 PM EST (Onsite, must be punctual and consistent) Work Location : Onsite for training; may have virtual flexibility post-training Department Overview : The

Retirement and Benefits

team supports participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. Representatives provide account assistance, guidance on transactions, and ensure accurate and error-free financial processing. Shift Options (Post-Training) :

Mon–Fri, 10:30 AM – 7:30 PM EST

Mon–Fri, 11:30 AM – 8:00 PM EST

Mon–Fri, 12:00 PM – 8:30 PM EST

Mon–Fri, 12:30 PM – 9:00 PM EST

Key Responsibilities :

Handle high-volume inbound calls from retirement plan participants

Educate and guide clients on their 401(k) plan details, transactions, and tools

Accurately enter data while navigating multiple systems in real time

Resolve and de-escalate complex participant concerns with empathy and clarity

Maintain confidentiality of sensitive financial and personal information

Required Qualifications :

2+ years of client service experience with banking, retirement plans or 401K. Strong verbal communication, active listening, and conflict resolution skills

Experience with Microsoft Outlook, Word, and PowerPoint

Ability to multitask: navigate multiple systems, take notes, and speak with customers

Detail-oriented and adaptable to a high-pressure, fast-paced environment

Willingness to accept coaching and demonstrate professional maturity

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