Client Service Representative Retirement & Benefits
Tailored Management
•
Jacksonville, FL
Company
Tailored Management
Location
Jacksonville, FL
Type
Full Time
Job Description
Client Service Representative – Retirement & Benefits
Location:9000 Southside Blvd BLDG 400, Jacksonville, FL 32256
Pay Rate:$21/hour, paid weekly
Training Hours:Monday - Friday, 9:00 AM - 5:30 PM EST. Training will be conductedon-sitein a virtual setting.
Post-Training Shifts (8.5 hours including a 30-minute lunch):To be determined (TBD).
Start Date:ASAP, pending onboarding completion.
Contract:Initial 12-month contract
Contract Extension or Conversion to FTE: Based on performance, attendance, and business needs
Access to Health Benefits
Role Overview:
As aClient Service Representativefor Retirement & Benefits, you'll be the primary point of contact for participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. Your main goal is to provide clear, accurate information, guide participants through transactions, and ensure all financial processes are handled efficiently and error-free.
Responsibilities:
• Serve as the main point of contact for plan participants.
• Provide accurate information about participant accounts.
• Guide clients through various transaction processes.
• Process financial transactions with precision.
• Efficiently navigate multiple systems and screens while maintaining client engagement.
• Accurately record notes and relevant information during interactions.
What We're Looking For:
• Minimum of 2 years of customer service experience.
• Proficiency in Microsoft Outlook, Word, and PowerPoint is required.
• Strong ability to multitask across multiple systems and screens.
• Excellent communication skills with strong grammar and professionalism.
• Proven ability to perform well under pressure in a fast-paced, high-volume call center.
• Skilled in resolving and de-escalating difficult client situations respectfully.
• Positive attitude and open to coaching for continuous improvement.
• Committed to handling confidential and sensitive information responsibly.
• Ambitious, self-motivated, and able to thrive in a team environment.
Work Environment
• Attendance & Punctuality:Strict adherence to attendance policies, including proper call-out procedures and consistent daily attendance. There's a 16-hour punctuality allowance within the first 90 days.
• Dress Code:Professional business casual attire.
• Cell Phones:Use of personal cell phones will be limited to designated locations and times, as discussed by the manager.#TMCS
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Company Info
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Date Posted
07/18/2025
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