401k Customer Service Agent
eClerx
- Pay
- $40K to $45K
- a year
- Location
- Fayetteville, NC
- Job type
- Full time
- Posted
- Oct 16
- 4 days ago
Career path
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About the company
eClerx
Information technology and services · 10,001+ employees
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results. The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.
What you'll do
- Guide customers through the 401k rollover experience and answer their questions through chat, e-mails, and phone calls
- Become an expert on 401ks, rollovers, and IRAs
- Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
- Contribute to our internal knowledge-base and external FAQs based on customer questions/comments
- Synthesize customer feedback and share with other team-members
- Experience in a customer service or client-facing role
- Financial or banking experience preferred
- Military veterans preferred
- Strong interest in helping people achieve their financial goals
- Familiarity with customer service best practices and tools
- Ability to work flexible hours if necessary to solve customers’ problems
- Competitive salary and performance bonuses
- Flexible working hours
- Career growth opportunities and ongoing training
- Inclusive, supportive company culture
What you need
- Experience in a customer service or client-facing role is required.
- Financial or banking experience and military veteran status are preferred; strong interest in helping people achieve financial goals is also sought.
Key skills
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Perks
- performance bonuses
- Flexible working hours
- Career growth opportunities
- ongoing training
- Inclusive, supportive company culture
See full description on company page, apply now