Customer Service Representatives

Customer Service Representative

The position is Onsite (No Remote Work/Work from Home). The schedules are on a first come, first serve basis. You could be assigned any schedule (Post Training).

Position: Customer Service Representative

Industry: Banking/Financial Services

Job duration: 12 months (Possible Extension/Conversion)

Location: Tampa, FL 33634 OR Jacksonville, FL 32256 (Onsite - No Work from Home)

Training Schedule: Monday - Friday (9 AM - 5:30 PM EST) – Will follow the schedule selected at offer time, once training is completed

Post Training Work Schedule: 4X10 and 5X8 schedules available

4X10 schedule:

• Monday, Thursday, Friday, Saturday (6 AM - 4:30 PM EST)
• Monday, Tuesday, Friday, Saturday (8 AM - 6:30 PM EST)
• Monday, Tuesday, Wednesday, Saturday (10:30 AM - 9 PM EST)
• Monday, Wednesday, Thursday, Sunday (6 AM - 4:30 PM EST)
• Monday, Thursday, Friday, Sunday (8 AM - 6:30 PM EST)
• Monday, Tuesday, Wednesday, Sunday (10:30 AM - 9 PM EST)

5X8 schedule:

• Monday - Friday (10 AM - 6:30 PM EST)
• Monday - Friday 11 AM - 7:30 PM EST
• Monday - Friday (12 PM - 8 PM EST)
• Monday - Friday (12:30 PM - 9 PM EST)

Interview Process: In-Person/Video Interview

Pay Range: $20.50 - 21/hour

Pay Structure: Bi-Weekly - Once every two weeks

Tentative Start Date: 08/03/2026

Project Scope/Day-to-Day Responsibilities

• Retirement and Benefits supports participants in employer sponsored 401(k), pension, and non-qualified deferred compensation plans.
• Provides participants with clear information on their accounts, guides them through how to execute transactions, and completes error-free processing of financial transactions.

Required Skills

• Previous Customer Service Experience is required.

Nice-to-Have Skills

• Possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
• Computer Literacy and proficiency in using MS Outlook, Word, and PowerPoint.
• Ability to demonstrate flexibility and work well under pressure in a fast-paced, high-call-volume, and constantly changing call center environment.
• Strong communication skills, great grammar, and the ability to communicate with management, peers, and clients.
• Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise.
• Positive attitude that embraces coaching as an opportunity for improvement in the current role
• Ability to handle confidential matters and sensitive information responsibly.

Benefits:

• 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.