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Customer Service Representative

1 month ago

Indianapolis, United States ASK Staffing Full time
"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".

Job Title: Retirement Services Specialist

Location: Indianapolis, IN (Onsite)

Duration: 4 months

Pay rate: $20 - $22.85. on W2 AI

Job Description:
  • The Retirement Services Operational Support Team is a department within Tier 2 of Client Services & Support (CS&S). Retirement Services OST provides expertise on complex product and service questions about retail IRAs (i.e. Traditional, Roth, Inherited IRA, Educational Savings Account) and small business retirement plans (SEP, SIMPLE, QRP/ QKEPA, i401k).
  • We also process several retirement account transactions such as distributions, Roth conversions, and changes to tax withholding elections. We inspire client loyalty by providing specialized guidance and solutions to fulfill client needs and we place heavy emphasis on employee development and collaboration.
  • Passionate about making a positive impact.
  • Interested in helping people accomplish their retirement goals.
  • Problem-solving or educating others?
  • As a member of the Retirement Services team, you will be responsible for assisting clients with questions and needs regarding their accounts to build and maintain client loyalty.

Strong technical skills:
  • Including knowledge of Windows (XP), internet searching, database systems (Excel), email (Outlook), and Microsoft Teams De-escalation Excellent customer service skills Hi-volume call center experience in the Financial Industry
  • Passion for service with strong client focus and the desire to help people
  • Strong communication and relating skills with the ability to navigate and explain complex subjects such as IRS rules and regulations to client
  • Ability to work a flexible shift in response to business demand Positive attitude, enthusiasm, professionalism, adaptable mindset, and strong work ethic with high level of integrity and ethics Well-developed organizational, time management, prioritization, and analytical skills
  • The ability and desire to work cooperatively with team members
  • Ability to set challenging goals and focus on achieving or exceeding them
  • Proven leadership skills and experience
  • Demonstrated desire to lead as well as challenge yourself to learn and grow in Retirement Services

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.Learn More