Tailored Management
Client Service Representative - Retirement & Benefits
Tailored Management, Tampa, Florida, us, 33646
Client Service Representative - Retirement & Benefits
Location:
4909 Savarese Cir, Tampa, FL 33634 Pay Rate:
$21/hour, paid weekly Training Hours:
Monday - Friday, 9:00 AM - 5:30 PM EST. Training will be conducted
on-site
in a virtual setting. Post-Training Shifts (8.5 hours including a 30-minute lunch):
To be determined (TBD). Start Date:
ASAP, pending onboarding completion. Contract:
Initial 12-month contract Contract Extension or Conversion to FTE: Based on performance, attendance, and business needs Access to Health Benefits Role Overview: As a
Client Service Representative
for Retirement & Benefits, you'll be the primary point of contact for participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. Your main goal is to provide clear, accurate information, guide participants through transactions, and ensure all financial processes are handled efficiently and error-free. Responsibilities:
Serve as the main point of contact for plan participants. Provide accurate information about participant accounts. Guide clients through various transaction processes. Process financial transactions with precision. Efficiently navigate multiple systems and screens while maintaining client engagement. Accurately record notes and relevant information during interactions.
What We're Looking For:
Minimum of 2 years of customer service experience. Proficiency in Microsoft Outlook, Word, and PowerPoint is required. Strong ability to multitask across multiple systems and screens. Excellent communication skills with strong grammar and professionalism. Proven ability to perform well under pressure in a fast-paced, high-volume call center. Skilled in resolving and de-escalating difficult client situations respectfully. Positive attitude and open to coaching for continuous improvement. Committed to handling confidential and sensitive information responsibly. Ambitious, self-motivated, and able to thrive in a team environment.
Work Environment
Attendance & Punctuality:
Strict adherence to attendance policies, including proper call-out procedures and consistent daily attendance. There's a 16-hour punctuality allowance within the first 90 days. Dress Code:
Professional business casual attire. Cell Phones:
Use of personal cell phones will be limited to designated locations and times, as discussed by the manager. #TMCS
4909 Savarese Cir, Tampa, FL 33634 Pay Rate:
$21/hour, paid weekly Training Hours:
Monday - Friday, 9:00 AM - 5:30 PM EST. Training will be conducted
on-site
in a virtual setting. Post-Training Shifts (8.5 hours including a 30-minute lunch):
To be determined (TBD). Start Date:
ASAP, pending onboarding completion. Contract:
Initial 12-month contract Contract Extension or Conversion to FTE: Based on performance, attendance, and business needs Access to Health Benefits Role Overview: As a
Client Service Representative
for Retirement & Benefits, you'll be the primary point of contact for participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. Your main goal is to provide clear, accurate information, guide participants through transactions, and ensure all financial processes are handled efficiently and error-free. Responsibilities:
Serve as the main point of contact for plan participants. Provide accurate information about participant accounts. Guide clients through various transaction processes. Process financial transactions with precision. Efficiently navigate multiple systems and screens while maintaining client engagement. Accurately record notes and relevant information during interactions.
What We're Looking For:
Minimum of 2 years of customer service experience. Proficiency in Microsoft Outlook, Word, and PowerPoint is required. Strong ability to multitask across multiple systems and screens. Excellent communication skills with strong grammar and professionalism. Proven ability to perform well under pressure in a fast-paced, high-volume call center. Skilled in resolving and de-escalating difficult client situations respectfully. Positive attitude and open to coaching for continuous improvement. Committed to handling confidential and sensitive information responsibly. Ambitious, self-motivated, and able to thrive in a team environment.
Work Environment
Attendance & Punctuality:
Strict adherence to attendance policies, including proper call-out procedures and consistent daily attendance. There's a 16-hour punctuality allowance within the first 90 days. Dress Code:
Professional business casual attire. Cell Phones:
Use of personal cell phones will be limited to designated locations and times, as discussed by the manager. #TMCS