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Customer Service Representative

4 months ago

Towson, United States Tailored Management Full time

Our client offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b) or other qualified plans. Apply today


Customer Service Associate

Location: 300 East Joppa Road, Suite 601, Towson, MD 21286

Pay: $27/hr

Start Date: ASAP

Schedule: 8:00 AM-4:30 PM


Essential Duties and Responsibilities:

  • Answers inbound calls (no selling)
  • Provides exceptional customer service information regarding 401(k), 403(b) or other qualified plans
  • Educates participants about their retirement account and features
  • Data Entry and other administrative tasks
  • Facilitates problem resolution and document processing


Knowledge, Skills, and Abilities:

  • Proficiency in Microsoft Office products
  • Communicate effectively, both verbally and in writing
  • Excellent problem-solving and critical thinking ability
  • Ability to multitask
  • Show initiative and be proactive when necessary
  • Quality-driven with a strong sense of accountability
  • Diagnose problems and offer resolution
  • Be open and flexible in a dynamic environment focused on continuous improvement
  • Salesforce knowledge preferred but not required
  • Bilingual (Spanish/English) is a plus