Tailored Management
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:
What We're Looking For:
Work Environment
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.