Financial Services Professional

Financial Services Professional at Revolution Technologies Financial Services Professional at Revolution Technologies in Lutherville Timonium, Maryland Posted in 5 days ago.

Type:

full-time

Job Description:

Customer Service Associate Full-time onsite role during training then hybrid role onsite 3 days per week, remote 2 days per week in Towson, MD.

Pay rate:

$27.00/hr. W-2 6+ month contract -- 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

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Job Summary:

Come join our client with helping people save for their future. The company offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b) or other qualified plans. We strive to provide an extraordinary work environment that supports the happiness and well-being of our staff, clients, and company. Join us to work on a team of critically-thinking, detailed-oriented people who support our clients and their employees with their retirement savings plans' operation.

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

Education:

High School Degree