Customer Service Representative

Posted 2 days ago

collaberaFort Worth (TX)

SENIORITY

Junior

SALARY

$18-$21/hour

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About the role

Customer Service Representative (Level III)
Position: Customer Service Representative (Level III)
Industry: Banking/Financial Services
Job Duration: 12 Months (Possible Extension/Conversion)
Location: 4500 Amon Carter Blvd Fort Worth TX US 76155
Schedule: Monday – Friday (40 Hours/Week)
Training Hours: Monday – Friday | 9:00 AM – 5:30 PM ESTPost Training Work Schedule: 4X10 and 5X8 schedules available
Pay Rate: $18-$21/hour
Pay Structure: Bi-Weekly (Once Every 2 weeks)
Interview Process: In-Person Interviews - 7/9; 7/10; 7/13; and 7/14
Project Scope / Day-to-Day Responsibilities: Support participants with employer-sponsored 401(k), pension, and deferred compensation plans. Provide exceptional customer service by answering account-related inquiries. Guide customers through account transactions and retirement benefit processes. Process financial transactions accurately while maintaining compliance. Navigate multiple systems simultaneously while documenting customer interactions. Resolve customer concerns and de-escalate difficult situations professionally. Maintain confidentiality while handling sensitive customer information. Work in a fast-paced, high-volume call center environment.
Required Skills: 2+ years of Customer Service experience. Strong verbal and written communication skills. Ability to multitask across multiple systems/screens. Proficiency in Outlook, Word, and PowerPoint. Strong typing and documentation skills. Ability to work in a high-volume call center environment. Excellent problem-solving and conflict-resolution skills. Ability to handle confidential information professionally. Positive attitude and willingness to accept coaching.
Nice to Have: Skills/Experience:
  • Banking or Financial Services experience.
  • Call Center experience.
  • Experience supporting retirement or benefits-related products.
  • Strong customer relationship management skills.
  • Self-motivated and team-oriented mindset.
  • Important Expectations:
  • Professional business casual attire is required (including interviews).Strong attendance and punctuality are mandatory.
  • Time off during the training period is strongly discouraged.
  • Must be comfortable working onsite throughout training.
  • Cell phone usage is restricted during work hours except in designated areas.
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.

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