Top 453 customer service representative Jobs in high point, nc

Silver Consultant
FuturePlan —Greensboro, NC
- 8 hour shift
- 5 years
- Word processing
- Bachelor of Science
Member Care Representative - E Services
Allegacy Federal Credit Union —Greensboro, NC
- Overtime
- Background check
- Windows
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Customer Service Representative
Spring Forest Cabinetry Inc —Greensboro, NC
- $17 - $20 an hour
- Full-time
- Bilingual
- Spanish
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Bilingual Member Care Representative
Allegacy Federal Credit Union —Greensboro, NC
- Full-time
- Spanish
- Customer service
- Computer literacy
- Paid training
- Health insurance
Quick Apply
Bilingual Customer Service Rep
Infosys BPM Limited —Winston-Salem, NC
- Full-time
- Spanish
- English
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
12d
Call Center Member Care Representative
Allegacy Federal Credit Union —Greensboro, NC
- $20 an hour
- Full-time
- Background check
- Computer literacy
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Front Desk Receptionist / Tour Sales / Customer Service
Holiday Tours, Inc. —Randleman, NC
- From $15 an hour
- Full-time
- Customer service
- No experience needed
- English
- Health insurance
- Dental insurance
Quick Apply
Customer Service Associate - Temporary
Walgreens —High Point, NC
- $17 - $20 an hour
- Temporary
- Merchandising
- English
- POS
- Health insurance
- Dental insurance
5d
Customer Service Associate
Walgreens —High Point, NC
- $15.00 - $17.50 an hour
- Part-time
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
6d
Customer Service Representative
United States —High Point, NC
- $15.50 an hour
- Full-time
- Word processing
- Computer literacy
- Office
- Health insurance
- Dental insurance
Quick Apply
14d
Customer Service Representative
Shores Fine Dry Cleaning —High Point, NC
- $13 - $15 an hour
- Part-time
- Clean driving record
- Driver's License
- Communication skills
Quick Apply
Customer Service Associate I
Dollar Tree —High Point, NC
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
Customer Service Associate I
Family Dollar —High Point, NC
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
Customer Service Representative / Dispatcher
Mr. Handyman —High Point, NC
- $16 - $22 an hour
- Full-time
- High school diploma or GED
- Organizational skills
- Associate's degree
- Paid holidays
- Paid time off
Quick Apply
Customer Service Associate
Big Lots —High Point, NC
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
Quick Apply
Customer Service Associate/Cashier
The Only Earth Natural Foods —High Point, NC
- From $15 an hour
- Part-time
- Inventory management
- Merchandising
- Grocery store
- Employee discount
Quick Apply
Customer Relations Specialist - Greensboro
Urbanex Pest Control —Greensboro, NC
- $16 - $22 an hour
- Full-time
- Background check
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Customer Service Sales Representative
725 PRINT LAB INC —High Point, NC
- Part-time
- Business development
- Entry level
Client Relationship Specialist - Greensboro, NC
Charles Schwab —Greensboro, NC
- $24.47 - $35.05 an hour
- Office
- Financial services
- Communication skills
- Paid parental leave
- Employee stock purchase plan
1d
PT Customer Service Representative
Planet Fitness —High Point, NC
- From $11 an hour
- Part-time
- 18 years or older
- Computer literacy
- Sanitation
- Paid time off
- Employee assistance program
Quick Apply
2d

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Silver Consultant

FuturePlan -
Greensboro, NC

Apply Now

Job Details

Full-time

Qualifications

Phone communication
Word processing
Windows
Typing
Client interaction via phone calls

Full Job Description

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

Section 1: Position Summary

Management of TPA and direct client relationships focusing on Silver service model Cash Balance plans to foster strong client retention and create “raving fan” clients. Manage and negotiate workflow of client projects ensuring client expectations are effectively established and met.

Section 2: Job Functions, Essential Duties and Responsibilities

Manage a book of business as defined in the annual goals.
Request and follow-up data, trust, documents, and other information needed to complete our work in a timely fashion and minimize rushes.
Assign appropriate tasks in Workflow and manage due dates with clients and specialists.
Monitor Workflow reports for routine follow up tasks.
Work with assigned Specialists to ensure Normal Recurring Services is completed within our service standards.
Work with assigned Specialists to ensure Other Services are completed by agreed upon due date with client.
Provide answers and solutions to problems Specialists encounter.
Ensure all client phone calls and emails are responded to within the same business day but no later than 24 business hours.
Build strong relationships with each client and TPA and ensure needs are being met.
Manage changes of client needs and expectations and changes taking place within client’s firm.

Be the main contact for our clients, advisors, CPAs and attorneys who are involved with the plans for strategic plan issues.
Be the first to be contacted by a client when they have consulting/strategic issues regarding the plans.
Identify and define clients’ problems. Listen for issues that client is facing and find appropriate solutions for them.
Achieve above 9+ average ratings on client survey forms. Maintain a good relationship with each client.
Draft client communication materials including email templates and client memos.
Seek out value add occasions by looking for opportunities to provide additional services to clients and bill for those services.
Prepare Client Authorization Forms for additional special service projects.
Prepare and send client communications regarding events or issues, including changes in the law and regulations that may affect their plans
Enter consulting time in time keeping system daily.
Ensure client service agreements are up-to-date.
Complete billing by processing assigned invoicing within 5 business days of receipt from Accounting.
Communicate and resolve billing issues with senior management.
Collect outstanding invoices by working with Accounting. Monitor the Aging report and follow up when talking with the client and outstanding invoices. Ideal days-sales-outstanding (DSO) is less than 35 days.
Attend appropriate training sessions to stay abreast of current pension law and retirement industry practices.
Keep current on all aspects of retirement plan consulting by reading circulated emails and papers on technical/investment issues.
Provide back up to other teams as assigned.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned

Supervision

Reports to Director, Client Development

Section 3: Experience, Skills, Knowledge Requirements

EXPERIENCE NEEDED

Minimum five years of experience in the retirement plan industry.
Excellent understanding of plan administration, compliance testing and pension law.

SKILLS AND REQUIREMENTS

Ability to work independently and be comfortable making decisions on client issues
Good business sense to understand clients’ business needs
Excellent verbal and written communication skills, including the ability to communicate technical ideas
Strong computer skills (Windows, Word, Excel)
Detail-oriented and accurate
Self-starter who will take responsibility for completing tasks in a timely fashion
Ability to juggle multiple tasks and prioritize
Commitment to ongoing retirement industry related education
Team player with a positive, friendly attitude and a strong desire to grow with the firm
Strong administrative and organizational skills
Professional phone manner and excellent interpersonal skills

PHYSICAL DEMANDS

Must be able to sit for long periods (at least 8 hours per day).
Must be able to work on a computer at least 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse).
Able to use computer and talk on telephone at the same time.

EDUCATION/TRAINING NEEDED

B.A./B.S. preferred
Working towards ASPPA or EA designations preferred.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Apply Now

Refine Your Search

customer service representative jobs in high point, nc

Silver Consultant

Member Care Representative - E Services

Customer Service Representative

Bilingual Member Care Representative

Bilingual Customer Service Rep

Call Center Member Care Representative

Front Desk Receptionist / Tour Sales / Customer Service

Customer Service Associate - Temporary

Customer Service Associate

Customer Service Representative

Customer Service Representative

Customer Service Associate I

Customer Service Associate I

Customer Service Representative / Dispatcher

Customer Service Associate

Customer Service Associate/Cashier

Customer Relations Specialist - Greensboro

Customer Service Sales Representative

Client Relationship Specialist - Greensboro, NC

PT Customer Service Representative

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