Customer Service Representative - 10:30a - 7:30p shift

Slavic 401K - Scottsdale, AZ

Full-time

Our firm is an innovation leader in the retirement services industry - providing retirement plan consulting and administration for over 20 years!

The Customer Service Specialist is the first point of contact for all the 401(k) participants in regard to their 401(k) retirement account inquiries & needs.The Customer Service Specialist is responsible to provide the upmost Customer Service experience via several channels, including phone calls, emails & chats. This position will provide the Customer Service Specialist with an in-depth knowledge of the 401(k) industry, IRS, ERISA and Department Regulations as they apply to distributions, account transactions, tax withholdings, official notices, plan document analysis & many more.

Duties & Responsibilities:

  • Assist participants, employers and payroll providers in the administration of the 401(k) plan
  • Working in a fast pace environment while maintaining a professional demeanor
  • Answering phone calls by providing friendly & professional assistance to all participants 401(k) inquiries
  • Provide excellent customer service by adhering to the customer service phone call standards & etiquette
  • Ability to multi-task by answering phone calls & processing emails and/or chats.
  • Provide PEO and Employer Portal Reports
  • Provide participants with status updates on all distributions
  • Understanding of all processes & distribution types, including Termination, QDRO, Force-out, etc.
  • Assist participants in navigating the Slavic401(k) website
  • Direct participants on how to make allocation and contribution changes online
  • Understand the enrollment process & entry requirements
  • Understand the BeSpoke investment model as well as other investment options
  • Assist participants in enrolling into the 401(k) plan
  • Answering compliance questions for the administration of the plan
  • Problem solver with exceptional customer service skills

Requirements & Qualifications:

  • Previous Call Center & Customer Service Experience
  • Bilingual-English/Spanish preferred but not required
  • Working Knowledge of MS Office programs
  • College degree is a plus, but is not mandatory
  • Must be team-oriented as well as being able to work independently
  • Problem solver with exceptional customer service skills
  • Ability to multi-task, prioritize, and manage time effectively
  • Good organizational skills and attention to detail
  • Strong verbal and written communication skills
  • Problem solver with exceptional customer service skills

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Type: Full-time

Experience:

  • call center customer service: 1 year (Preferred)

Education:

  • High school or equivalent (Preferred)