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Customer Service Representative

Location : Chandler, AZ
Job Type : Temp/Contract
Hours : Full Time
Travel : No
Relocation : No

Job Description :

·         The representative role is inclusive to an inbound phone team environment assisting Retirement Participants and clients in corporate sponsored retirement plans with financial transactions and inquiries.

·         This fast-paced work environment provides an excellent opportunity to build a strong foundation for a career in the financial services industry.

·         The Call Center assists with 401(k), Stock Options, Health Benefits and other financial products.

·         This position provides insight to the Retirement Operations with emphasis on retirement-type products and services.

·         Excellent customer services and prior call center experience is a must.



Required Qualifications :

·         Financial Acumen

·         High service aptitude

·         Service to Sales acumen

·         Strong communication skills (verbal and written)

·         Innovative thinking

·         Detail-oriented

·         Strong problem solving and decision making skills

·         Flexible

·         Team-oriented

·         Client focused

·         Positive attitude.

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