Customer Service Assistant-Financialbanking

About the role

SGS Technologie is seeking a customer service assistant to help people save for their future. The company offers employers retirement savings plans through 401(k), 403(b) or other qualified plans. The role supports clients and their employees with retirement savings plan operations.

Training is full-time onsite, followed by a hybrid schedule: onsite 3 days per week and remote 2 days per week. Hours of operation are 7:45 AM-4:15 PM EST. A laptop is provided. Opportunity for extension or conversion is based on attendance and performance.

Responsibilities

• Answer inbound calls; no selling.
• Provide customer service information about 401(k), 403(b) or other qualified plans.
• Educate participants about their retirement accounts and features.
• Complete data entry and other administrative tasks.
• Facilitate problem resolution and document processing.

Requirements

• 2-3 years of customer service or call center experience.
• Proficiency in Microsoft Office products and PDF.
• Communicate effectively, both verbally and in writing.
• Excellent problem-solving and critical-thinking ability; ability to multitask.
• Show initiative, be proactive when necessary, and demonstrate accountability and a quality-driven approach.
• Diagnose problems and offer resolution; be open and flexible in a dynamic environment focused on continuous improvement.
• Salesforce knowledge is preferred but not required.
• Bilingual Spanish/English is a plus.
• High school degree or equivalent, or an equivalent combination of education, experience and/or training approved by human resources.

Key facts

• Training is full-time onsite, followed by onsite work 3 days per week and remote work 2 days per week.
• Hours of operation are 7:45 AM-4:15 PM EST.
• A laptop is provided; extension or conversion may be based on attendance and performance.
• Requires 2-3 years of customer service or call center experience and proficiency in Microsoft Office Suite and PDF.

Estimated salary

Estimated salary for customer service in United States: USD 3,050 - 4,600 per month, based on 310 CazVid job posts that state their pay. This is an estimate, not the salary offered.