Customer Service Associate

Job Title: Customer Service Associate
Job Location: Towson MD
Duration: 6 months.
XXXX: XXXX/hr.


Duties: Full-time onsite role during training then hybrid role onsite 3 days per week, remote 2 days per week Towson, MD Opportunity for extension or conversion based on attendance/performance laptop provided
Hours of operation: 7:45 AM-4:15 PM EST


**Must have 2-3 years of customer service or call center experience**
**Must be proficient in Microsoft Office Suite and PDF. Salesforce experience is a plus**



Job Summary


Essential Duties and Responsibilities
• Answers in bound calls (no selling)
• Provides exceptional customer service information regarding 401(k), 403(b) or other qualified plans
• Educates participants about their retirement account and features
• Data Entry and other administrative tasks
• Facilitates problem resolution and document processing


Skills: Knowledge, Skills, and Abilities
• Proficiency in Microsoft Office products
• Communicate effectively, both verbally and in writing
• Excellent problem-solving and critical thinking ability
• Ability to multitask
• Show initiative and be proactive when necessary
• Quality-driven with a strong sense of accountability
• Diagnose problems and offer resolution
• Be open and flexible in a dynamic environment focused on continuous improvement
• Salesforce knowledge preferred but not required
• Bilingual (Spanish/English) is a plus


Licenses/Certifications• None


Education: Educational/Previous Experience Requirements • High School Degree or equivalentOR• Any equivalent combination of education, experience and/or training approved by Human Resources.


Schedule Notes:


Hours Per Day: 8.00


Hours Per Week 40.00


Job Category: Office/Administrative/Clerical