Customer Service Specialist

LHH Recruitment Solutions is partnered with a financial distribution services company in San Diego and they are seeking a dedicated Customer Service Specialist to join the team! As the Customer Service Specialist, you will be instrumental in defining and enhancing the customer journey. Your expertise will help create memorable experiences that foster loyalty and satisfaction.



Responsibilities:

• Handling participant inquiries about their 401K funds, such as options, amounts, rollovers, and claims.
• Being active on the phone queues throughout the day and responding to emails and cases.
• Initiating case tickets in Salesforce for reissuing checks, updating addresses, or other issues that require follow-up.
• Escalating complex or difficult situations to leads, supervisors, or managers as needed.

To be successful in this role, you will need:

• A high school diploma or equivalent.
• A minimum of one year of customer service experience, preferably in the banking or financial industry.
• Bilingual skills in Spanish and English preferred but not required.
• Proficiency in Microsoft Office and Salesforce or similar CRM systems.
• A positive attitude, a strong work ethic, and a willingness to learn and grow.

Work schedule:

• Monday-Friday
• 40 hours per week
• 7:00am-4:00pm, or 8:00am-5:00pm

Work location:

• Onsite, some hybrid and remote opportunities available
• La Mesa, CA 91942

Pay Details: $22.00 per hour

Search managed by: Nicolette Suskauer


Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.


Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.