TEKsystems
Job Description
This position will work in a call center environment, answering incoming emails and calls directly with our plan sponsors. The incumbent will use company policies to resolve client issues, escalating challenges to the managerial team when necessary, and will collaborate across teams to facilitate resolutions for client satisfaction issues. The role requires living near Phoenix, AZ, with 4 days onsite and 1 day remote after training.
Responsibilities
Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
Help manage client expectations to avoid disconnects with process and timing standards.
Collaborate across internal teams to resolve any client issues.
Identify and resolve system tickets at point of initial contact.
Share data‑driven insights with our product teams to improve our platform and planning roadmap.
Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
Conduct appropriate and timely follow‑up to ensure the highest level of service.
Create tickets and provide follow‑up as required.
Support the team in handling complaints, troubleshooting problems, and providing solutions, escalating to our Legal and Compliance Team when needed.
Post interaction within our tooling to document updates to client accounts.
Skills Customer service, Call center, Retirement plans, Data entry, Financial services, Customer experience, Banking, Client services.
Additional Skills & Qualifications
Strong customer service and administrative skills.
Ability to problem‑solve and think critically.
Strong attention to detail.
Call center experience preferred.
Financial services experience preferred.
Bilingual Spanish preferred.
Experience Level Entry Level
Job Type & Location Contract to Hire, Hybrid position based out of Phoenix, AZ. Must live near Phoenix, AZ: 4 days onsite and 1 day remote after training.
Pay And Benefits The pay range for this position is $24.00 - $25.00 per hour.
Eligibility requirements apply to some benefits and may depend on job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – pre‑tax and Roth post‑tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long‑term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Equal Opportunity Employer (EEO Statement) The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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Responsibilities
Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
Help manage client expectations to avoid disconnects with process and timing standards.
Collaborate across internal teams to resolve any client issues.
Identify and resolve system tickets at point of initial contact.
Share data‑driven insights with our product teams to improve our platform and planning roadmap.
Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
Conduct appropriate and timely follow‑up to ensure the highest level of service.
Create tickets and provide follow‑up as required.
Support the team in handling complaints, troubleshooting problems, and providing solutions, escalating to our Legal and Compliance Team when needed.
Post interaction within our tooling to document updates to client accounts.
Skills Customer service, Call center, Retirement plans, Data entry, Financial services, Customer experience, Banking, Client services.
Additional Skills & Qualifications
Strong customer service and administrative skills.
Ability to problem‑solve and think critically.
Strong attention to detail.
Call center experience preferred.
Financial services experience preferred.
Bilingual Spanish preferred.
Experience Level Entry Level
Job Type & Location Contract to Hire, Hybrid position based out of Phoenix, AZ. Must live near Phoenix, AZ: 4 days onsite and 1 day remote after training.
Pay And Benefits The pay range for this position is $24.00 - $25.00 per hour.
Eligibility requirements apply to some benefits and may depend on job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – pre‑tax and Roth post‑tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long‑term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Equal Opportunity Employer (EEO Statement) The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
#J-18808-Ljbffr