Customer Service Representative

•  The position is Onsite (No Work from Home).

•  Position: Customer Service Representative (Level III)
•  Industry: Banking/Financial Services
•  Job Duration: 12 Months (Possible Extension/Conversion)
•  Location: 4500 Amon Carter Blvd Fort Worth TX US 76155
• (Onsite – No Work from Home)
•  Schedule: Monday – Friday (40 Hours/Week)
•  Training Hours: Monday – Friday | 9:00 AM – 5:30 PM EST
• Post Training Work Schedule: 4X10 and 5X8 schedules available
• 4X10 schedule
• Monday, Thursday, Friday, Saturday (6 AM - 4:30 PM EST)
• Monday, Tuesday, Friday, Saturday (8 AM - 6:30 PM EST)
• Monday, Tuesday, Wednesday, Saturday (10:30 AM - 9 PM EST)
• Monday, Wednesday, Thursday, Sunday (6 AM - 4:30 PM EST)
• Monday, Thursday, Friday, Sunday (8 AM - 6:30 PM EST)
• Monday, Tuesday, Wednesday, Sunday (10:30 AM - 9 PM EST)
• 5X8 schedule
• Monday - Friday (10 AM - 6:30 PM EST)
• Monday - Friday (11 AM - 7:30 PM EST)
• Monday - Friday (12 PM - 8 PM EST)
• Monday - Friday (12:30 PM - 9 PM EST)
•  Pay Rate: $18-$21/hour 
•  Pay Structure: Bi-Weekly (Once Every 2 weeks)
•  Interview Process: In-Person Interviews - 7/9; 7/10; 7/13; and 7/14

•  Support participants with employer-sponsored 401(k), pension, and deferred compensation plans.
•  Provide exceptional customer service by answering account-related inquiries.
•  Guide customers through account transactions and retirement benefit processes.
•  Process financial transactions accurately while maintaining compliance.
•  Navigate multiple systems simultaneously while documenting customer interactions.
•  Resolve customer concerns and de-escalate difficult situations professionally.
•  Maintain confidentiality while handling sensitive customer information.
•  Work in a fast-paced, high-volume call center environment.

•  2+ years of Customer Service experience.
•  Strong verbal and written communication skills.
•  Ability to multitask across multiple systems/screens.
•  Proficiency in Outlook, Word, and PowerPoint.
•  Strong typing and documentation skills.
•  Ability to work in a high-volume call center environment.
•  Excellent problem-solving and conflict-resolution skills.
•  Ability to handle confidential information professionally.
•  Positive attitude and willingness to accept coaching.

•  Banking or Financial Services experience.
•  Call Center experience.
•  Experience supporting retirement or benefits-related products.
•  Strong customer relationship management skills.
•  Self-motivated and team-oriented mindset.

•  Professional business casual attire is required (including interviews).
•  Strong attendance and punctuality are mandatory.
•  Time off during the training period is strongly discouraged.
•  Must be comfortable working onsite throughout training.
•  Cell phone usage is restricted during work hours except in designated areas.

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 off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.