Hiring Now: Customer Service Rep

Join a large Wealth Management & Technology Services company here in the valley!

Job Description:

The Retirement Relationship Manager is the primary resource in providing Financial Advisors with support on new/converting employer sponsored plans within our Retirement Services offering. The Relationship Manager will work closely with Financial Advisors, internal clients and external partners to provide timely, superior service including problem solving and issues resolution.

Main Details:

Start: 5/06

Pay: $25.00 - $31.00 (Depending on Experience)

Schedule: Monday - Friday 8:00am - 5:00pm

Location: Near Central Ave & Thomas Rd

Duration: 5 Month Contract.

Responsibilities:

• Develop and maintain strong relationships with advisors, sales, operations, and critical vendors supporting our retirement plans
• Partner with financial advisors in the development and execution of participant engagement strategies; support, plan and participate in meetings when necessary
• Communicate plan features and requirements in a clear and concise manner
• Adheres to Service Center Standards (balances Advisor need with service center metrics)
• Takes full ownership and accountability to all interactions with internal and external customers
• Initiates outbound communications with advisors and sales regarding open issues and concerns based on inquiries
• Must have strong oral and written presence by being positive, energetic, helpful, professional, clear and confident
• Subject Matter Expert in establishing and maintaining various retirement offerings including 401(k), 403(b), 457
• Maintain up to date knowledge of legislative or plan changes
• Continually evaluate day-to-day activities for process improvement opportunities; speaks about outages, offers solutions and makes improvements; Must be solution oriented
• Participate in selected departmental process improvement initiatives and duties as assigned
• Supports and adheres to departmental standards for call management

Qualifications:

• Experience supporting Employee Sponsored Retirement Plans
• Experience supporting financial advisors and their clients
• Strong experience in customer service
• Excellent written and oral communication skills
• Intermediate level working knowledge of retirement plans and investment products and services
• Uses sound judgment with a sense of urgency
• Exercises strong decision-making skills
• Shows a high level of integrity and ethics
• Adaptable to change
• Has a passion for self-improvement
• Displays passion and a heart for service

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.