Senior Customer Service Representative

1 week ago

Federal Way, Washington, United States LHH Recruitment Solutions Full time

LHH Recruitment Solutions is seeking a skilled Senior Customer Service Representative to join our team. This role offers an exciting opportunity for an experienced professional to utilize their expertise in delivering exceptional customer service in a fast-paced financial services environment.

About the Role

This position involves providing high-quality customer support to clients, responding to inquiries, and resolving issues related to retirement plan payments, banking products, and financial transactions. The successful candidate will possess excellent communication skills, be able to work effectively under supervision, and maintain a high level of accuracy in all tasks.

Key Responsibilities
  • Client Inquiries: Respond to client inquiries regarding retirement plan payments, including periodic and non-periodic payments, in a timely and professional manner.
  • Payment Options: Assist clients in understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.
  • Customer Service: Provide high-quality customer service and manage multiple types of inquiries effectively, maintaining a positive and professional attitude at all times.
  • Process Management: Follow structured processes and maintain high accuracy levels in all tasks, ensuring seamless delivery of services to clients.
  • Communication: Communicate effectively with clients and maintain professional telephone etiquette, responding to queries in a clear and concise manner.
  • Supervision: Work under supervision and follow established guidelines, utilizing feedback to continuously improve performance and contribute to the success of the team.
Requirements
  • Education: High school diploma or equivalent; additional education or certifications in finance or customer service is a plus.
  • Experience: Prior experience working as a Customer Relations Representative for a Bank/Financial Services group with Product and Benefits Process knowledge.
  • Familiarity: Familiarity with benefits/retirement distributions, banking products, payment systems, and financial transactions (checking, debit cards, ACH, bill payments).
  • Call Center Experience: Proven experience in call center customer service, preferably in the financial services sector (1-3 years), with a strong track record of meeting productivity and quality targets.
  • Skills: Strong verbal communication skills and excellent customer service skills, with the ability to work effectively in a team environment.
  • Team Player: Ability to work under supervision and follow established guidelines, contributing to the overall success of the team.
What We Offer
  • Salary: $25.00 per hour.
  • Benefits: Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan, providing employees with a comprehensive range of choices to suit individual needs.
  • Paid Leave: Associates may be eligible for paid leave, including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
EEO Statement

LHH Recruitment Solutions is an Equal Opportunity Employer/Veterans/Disabled, committed to creating an inclusive and diverse work environment that values the contributions of all employees. We consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements.

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