Participant Services Rep - Andover

Andover, MA 01810

Job Category: Adminstrative Job Number: 109619 Pay Rate: DOE

Job Title:   Participant Services Rep - Andover

Location:   Andover, MA - 01810

Duration:   3 Months

About Client:   Our financial services client located in Andover, MA is seeking Call Center Representatives to support their client services division. These positions are temporary, starting immediately, with the potential to lead into future permanent positions with this nationwide, industry leading company. This is a great opportunity for someone seeking a career in Financial Services. 

Job Description:

Job Duties: 

  • Answering inbound calls from existing and new plan participants, employers, and third party specialists
  • Provide general account information and educate participants on questions and available options related to contributions, withdrawals and product information
  • Process distributions, loans and general account changes upon direction from participant as allowed by plan provisions
  • Assist participants through the navigation of the automated voice response system and participant website. 
  • Submit requests for research and follow-up if needed after the initial call. May be required to make outbound calls if necessary
  • Review, comprehend and implement all new communication regarding plan updates and changes
  • Attend meetings and coaching sessions as required

Job Requirements: 

  • Must be able to meet department call quality requirement
  • Consistent adherence to work schedule and punctuality require
  • Must have proven customer service and phone skills
  • Must have basic Keyboarding skill
  • Must have ability to problem solve and react quickly to clients needs
  • Active Series 6 and Series 63 encouraged to apply (not required)
  • Bilingual (Spanish speaking) encourage to apply (not required)
  • Must commit to long-term assignment with possible extension 


Amanda @ 

Amanda Gerson

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