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Revolution Technologies

Financial Services Professional

Job Description

Financial Services Professional at Revolution Technologies Financial Services Professional at Revolution Technologies in Lutherville Timonium, Maryland Posted in about 20 hours ago.

Type:

full-time

  • No supplier resumes or emails please.
  • Customer Service Associate (formal title) Onsite during training, then hybrid onsite 3 days per week, remote 2 days per week in Towson, MD.

Laptop provided

Contract:

6+ months -- Opportunity for extension or conversion based on attendance/performance

Pay Rate:

$27.00/hr. W-2 Hours of operation: 7:45 AM-4:15

PM EST Office Address:

300 East Joppa Road, Suite 601, Towson, MD 21286

  • 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 Come join us with helping people save for their future.

Our 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 Educational/Previous Experience Requirements
  • High School Degree or equivalent OR any equivalent combination of education, experience and/or training approved by Human Resources.