401k Customer Service Agent
Role Overview
Saving for retirement is hard, with lots of friction and confusion.
As a Customer Service Specialist, you’ll play a key role in helping our customers consolidate their retirement accounts.
You’ll be critical to ensuring customers have a great experience with us and end up with more confidence in their long-term finances.
You’ll also be an advocate for the customer and share customer feedback with our product & engineering teams to inform our product roadmap
Full Job Posting
Responsibilities
- Guide customers through the 401k rollover experience and answer their questions through chat, e-mails, and phone calls
- Become an expert on 401ks, rollovers, and IRAs
- Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
- Contribute to our internal knowledge-base and external FAQs based on customer questions/comments
- Synthesize customer feedback and share with other team-members
- Eligibility Requirements
- Experience in a customer service or client-facing role
- Financial or banking experience preferred
- Military veterans preferred
- Strong interest in helping people achieve their financial goals
- Familiarity with customer service best practices and tools
- Ability to work flexible hours if necessary to solve customers’ problems
- In the US, the target base salary for this role is $40,000-45,000. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors
What We Offer
- Competitive salary and performance bonuses
- Flexible working hours
- Career growth opportunities and ongoing training
- Inclusive, supportive company culture
- How to Apply
- Click "Apply Now" to submit your resume through our career site
- Be sure to include any relevant experience that aligns with the role.
- Qualified candidates will be contacted by a member of our recruitment team for next steps
About eClerx
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results. The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.
For more information, visit www.eclerx.com
You can also find us on:
https://www.linkedin.com/company/eclerx/
https://www.indeed.com/cmp/Eclerx/about
https://www.glassdoor.com/eClerx
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here
Qualifications
- Familiarity with customer service best practices and tools
About eClerx
Provides business process management and data analytics services globally.
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