Client: Banking Client
Job Title: Customer Service Representative
Duration: 06 Months Contract + possibility of extension and conversion based on performance
Location: Fort Worth, TX 76155 - Onsite
Pay Rate: ($29 - $21) on an hourly basis
Shifts: 3 Shifts
M-F - 10 AM to 7:30 PM CST
M-F - 12:30 PM - 09 PM CST
M-F - 12 PM to 8:30 PM CST
Training Hours – Monday through Friday 9 AM -5:30 PM EST – Will follow the schedule selected at offer time once training is completed
Role Summary:
- Seeking a Banking or financial Customer Service Representative to support participants with employer-sponsored 401(k), pension, and non-qualified deferred compensation plans.
- The role involves answering account-related questions, guiding participants through financial transactions, and ensuring accurate, error-free processing while delivering professional customer service.
Responsibilities:
- Handle participant inquiries related to retirement and benefits accounts.
- Guide participants through financial transactions and account processes.
- Process transactions accurately and efficiently.
- Provide professional, clear, and customer-focused communication.
- Follow company policies related to attendance, punctuality, dress code, and workplace conduct.
Required Qualifications:
- High school diploma or equivalent.
- Strong verbal and written communication skills.
- Excellent attention to detail and accuracy.
- Professional demeanor and customer-service mindset.
- Ability to work onsite and complete virtual training requirements.
- Finance/retirement-services experience or relevant certifications are a plus, not mandatory.
Benefits:
- The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable.
