Customer Service Representative

Job Description

Job Description

Training Hours – Monday through Friday 9am -5:30pm EST – Will follow schedule selected at offer time, once training is completed

Shift Options

• 8:25 AM-4:55 PM
• 9:00 AM-5:30 PM
• 9:30 AM-6:00 PM
• 10:00 AM-6:30 PM
• 10:30 AM-7:00 PM

We are looking for a Customer Service Representative to join our growing team. You will be offered a competitive hourly rate of $21/ hour. We will also provide you a comprehensive benefits package.

As a Customer Service Representative you will work in one of the following departments

• 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.
• Client Account Services (CAS) primary client is Financial Advisors and Client Associates. CAS provides general investment account maintenance support such as opening a new account, maintaining existing accounts, and enrolling accounts in new features. This can include (but is not limited to) providing tutorial assistance, troubleshooting errors, and document review.
• Business and Monetary Control (BMC) provides service support by assisting with inquiries related to Financial Transaction paperwork, Account Balance and Activity, Letters of Authorization and Employee stock options.

Responsibilities of the Customer Service Representative:

• Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
• Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients
• Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
• Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts
• Display passion, commitment and deliver an experience that improves our customers’ financial lives

Workpath Partners is a national workforce solutions firm based in Charlotte, NC. Since 2001, we've made more than 20,000 placements, connecting professionals with leading employers in banking, financial services, insurance, healthcare, pharmaceutical, media, and telecom.

We place people in direct hire, contract, and professional roles, including positions at Fortune 500 companies. Our recruiters know the hiring managers, move quickly, and stay in touch through every step of the process, so you're never left wondering where things stand.

Workpath is a certified Disability-Owned Business Enterprise (DOBE), and we're committed to inclusive hiring.

If you're looking for your next role, we'd like to help you find the right one.

Company Description

Workpath Partners is a national workforce solutions firm based in Charlotte, NC. Since 2001, we've made more than 20,000 placements, connecting professionals with leading employers in banking, financial services, insurance, healthcare, pharmaceutical, media, and telecom.\r\n\r\nWe place people in direct hire, contract, and professional roles, including positions at Fortune 500 companies. Our recruiters know the hiring managers, move quickly, and stay in touch through every step of the process, so you're never left wondering where things stand.\r\n\r\nWorkpath is a certified Disability-Owned Business Enterprise (DOBE), and we're committed to inclusive hiring.\r\n\r\nIf you're looking for your next role, we'd like to help you find the right one.