Customer Service Executive - Retirement

Overland Park, KS 66211

Job Category: Information Technology Job Number: 157129

Job Description

Job Title:               Customer Service Executive - Retirement

Location:               Overland Park, Kansas - 66211

Job Type:               Contract

Duration:               6 months

Job Description:

Essential Job Responsibilities:

  • Serve customers through financial education and problem solving.
  • Working in collaboration with a team of associates, launch your financial services career in our call center.
  • Train and study during your initial weeks with the company to obtain FINRA Series 6 & 63 licenses
  • Provide excellent service within our call center for our client’s retirement savings accounts
  • Educate and empower our clients without having to make cold calls or sales
  • Provide solutions to assist clients with their accounts
  • Process fund transfers, contributions, withdrawals, rollovers and investment option transactions and communicate critical plan updates and changes

Job Requirements:

  • Passion for providing quality customer service
  • Desire to engage with clients over the phone
  • Capability to adapt communication style while servicing our diverse client base
  • Attention to detail and ability to learn and apply financial industry processes, policies and procedures
  • Availability to work a 40-hour work week, Monday through Friday 6 am – 8 pm with an occasional Saturday
  • One year or more of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, banking or financial services) or an associate's or bachelor's degree
  • Bilingual in Spanish - not required

About ASK: ASK Staffing is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Staffing connects people with amazing opportunities

Reach Out To A Recruiter

Recruiter:         Freya

Email:               freyam@askstaffing.com

Phone:               678-890-5131 

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