Experienced Full Stack Customer Service Representative / Support Specialist – Retirement Solutions
Are you passionate about delivering exceptional customer experiences and making a meaningful impact in the lives of individuals and businesses? Do you thrive in a fast-paced, dynamic environment where no two days are ever the same? If so, we invite you to join our team at careerzynith as a Full Stack Customer Service Representative / Support Specialist – Retirement Solutions. At careerzynith, we're dedicated to helping businesses and individuals thrive today, tomorrow, and into retirement. Our mission is to simplify the health and wealth journey, and we're looking for talented individuals like you to join our community of forward-thinking professionals. As a Full Stack Customer Service Representative / Support Specialist, you'll play a critical role in supporting our clients' needs and delivering exceptional service experiences.
About careerzynith
careerzynith is a leading provider of health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With over 7 million clients and $62 billion in assets, we work with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they care about plan, save, and invest for a brighter future. Our commitment to integrity, innovation, and customer obsession has earned us recognition on lists such as Crain's Fast 50 and Inc. 5000, as well as awards for our outstanding workplace culture and benefits.
About the Role
As a Full Stack Customer Service Representative / Support Specialist, you'll be responsible for providing exceptional service to our clients, answering their inquiries, and resolving their issues in a timely and professional manner. You'll work closely with our clients to provide valuable insights, education, and direction, and you'll be accountable for protecting sensitive customer information with discretion.
Key Responsibilities
* Handle all incoming and outgoing customer phone calls, responding to email, voicemail, and chat inquiries from customers
- Provide high-quality, customer-focused answers by educating customers on account opening, distribution, investment processes, IRAs, and IRS codes
- Handle troubleshooting inquiries for Web and Online issues, including consulting with customers to support easy navigation of available online tools
- Accountable for resolving issues without management intervention to remove barriers for the member
- Accountable to protect sensitive customer information with discretion
- Responsible for all levels of member engagement, while prioritizing effectively to meet member service goals / deadlines
- Maintain a professional approach to client service, consistent with careerzynith protocol and service levels
Essential Qualifications
* High school diploma, GED, or college degree
- 1-3 years of experience in customer service
- Bilingual language skills preferred
- Prior call center experience preferred, but not required
- Computer knowledge and skills, comfortable learning new systems
- Able to learn, memorize, and retain information
- Knowledge of investment vehicles, savings, and retirement tools, and Salesforce CRM and Trust Accounting System preferred
- Can adapt to a fast-paced environment
- Proficiency in Microsoft Excel, Word, and Outlook
- An aptitude for prioritization and multi-tasking
- Problem-solving and analytical skills
- Attention to detail and accuracy
Preferred Qualifications
* Experience with investment vehicles, savings, and retirement tools
- Knowledge of Salesforce CRM and Trust Accounting System
- Experience with Microsoft Excel, Word, and Outlook
- Experience with prioritization and multi-tasking
- Experience with problem-solving and analytical skills
- Experience with attention to detail and accuracy
What We Offer
* Competitive salary, commensurate with experience
- Opportunities for career growth and professional development
- Collaborative, fun work environment that champions career development
- Recognition and rewards for outstanding performance
- Comprehensive benefits package, including health, dental, and vision insurance
- 401(k) matching program
- Paid time off and holidays
- Flexible work arrangements, including remote work options
Work Environment
* Remote work options available in the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, and WV
- Relocation is not provided
- Monday to Friday, 8 a.m. to 4:30 p.m. CT (or equivalent in other time zones)
How to Apply
If you're passionate about delivering exceptional customer experiences and making a meaningful impact in the lives of individuals and businesses, we invite you to apply for this exciting opportunity. Please submit your application today, and join our community of forward-thinking professionals at careerzynith. Apply for this job