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Customer Service Representative

4 months ago

Lansdale, United States BEON Retirement Full time

This opportunity has lots of upward mobility potential. The glide path for this role is to assume an Account Manager position after the proper training and demonstrating the necessary professional development and competencies required.

We are looking for an individual with at least 2 years of professional experience in a role that utilizes the above listed skillsets (e.g. finance, accounting, banking, actuary, etc.).

**Responsibilities**
- Understand and learn how to administer employer sponsored retirement plans
- Assist with customer service requests
- Utilize company software to perform a number of customer service tasks
- Promote a positive and proactive attitude within our firm, with our clients and business partners
- Take pride in delivering an accurate and exceptional work product
- Willingness to learn and professionally develop

**Skills**
- Team Player
- Analytical mind with problem-solving aptitude
- Excellent Communication skills
- Organizational and leadership skills
- Committed to Professional Development
- Customer Service oriented
- Must be able to manage time and prioritize tasks and deadlines
- Proficient in Microsoft Office
- Mathematics, Actuarial Science, Accounting or Finance degree preferred

Pay: $40,000.00 - $55,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off

Compensation package:

- Bonus opportunities

Weekly schedule:

- Monday to Friday

Work setting:

- In-person
- Office

**Education**:

- Associate (preferred)

**Experience**:

- Customer Service: 2 years (required)

Work Location: In person