Customer Service Assistant-Financialbanking

Full-time onsite role during training then hybrid role onsite 3 days per week, remote 2 days per week Towson, MDOpportunity for extension or conversion based on attendance/performancelaptop provided
Hours of operation:7:45 AM-4:15 PM EST **Must have 2-3 years of customer service or call center experience****Must be proficient in Microsoft Office Suite and PDF. Salesforce experience is a plus**
Job SummaryCome join us with helping people save for their future. Our company offers employers the ability to provide retirement savings plans to their employees through 401(k), 403(b) or other qualified plans.NWPS strives to provide an extraordinary work environment that supports the happiness and well-being of our staff, clients, and company.Join us to work on a team of critically-thinking, detailed-oriented people who support our clients and their employees with their retirement savings plans’ operation.
Essential Duties and Responsibilities• Answers in bound 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
Educational/Previous Experience Requirements• High School Degree or equivalentOR• Any equivalent combination of education, experience and/or training approved by Human Resources.