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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Date Posted

07/18/2025

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