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Retirement Customer Service Representative Jobs (NOW HIRING)

Customer Care Expertise LLC

Customer Service Representative

$16.50 - $22.25/hr

Customer Service Representative Position- Fully Remote Our customer service representative, or CSR, will act as a connection, providing product/services information and resolving developing problems ...

Domino's

Customer Service Representative (CSR)

Walpole, NH · On-site

$14.50 - $19.75/hr

Customer Service Representative (CSR)Customer Service Representative:The Customer Service Representative will WOW the customer by making sure they have a positive experience either in the store or ...

Domino's

Customer Service Representative (CSR)

Chichester, NH · On-site

$14.75 - $20/hr

Customer Service Representative (CSR) Customer Service Representative: 114 Dover Road, Chichester NH 03258 The Customer Service Representative will WOW the customer by making sure they have a ...

Domino's

Customer Service Representative (CSR)

Ayer, MA · On-site

$18 - $24.25/hr

Customer Service Representative (CSR) Customer Service Representative: The Customer Service Representative will WOW the customer by making sure they have a positive experience either in the store or ...

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Retirement Customer Service Representative information

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How much do retirement customer service representative jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for retirement customer service representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What is a retirement customer service representative?

A Retirement Customer Service Representative assists clients with questions and concerns about their retirement accounts, such as 401(k)s, IRAs, and pension plans. They provide information about account balances, transaction history, and plan details, as well as help with processing distributions, rollovers, and beneficiary changes. These representatives often work for financial institutions or retirement plan providers and play a key role in ensuring customers understand their retirement options and account features.

What are the key skills and qualifications needed to thrive as a retirement customer service representative?

To thrive as a Retirement Customer Service Representative, you need strong knowledge of retirement plans, financial regulations, and customer service principles, often supported by a high school diploma or relevant experience. Familiarity with CRM systems, call center software, and retirement plan management platforms is typically required. Excellent communication, patience, and problem-solving skills help you address client inquiries and resolve issues efficiently. These skills ensure clients receive accurate information and support, fostering trust and satisfaction in managing their retirement accounts.

What are some common challenges faced by retirement customer service representatives, and how can I prepare for them?

Retirement Customer Service Representatives often encounter complex questions about retirement plans, regulations, and account management. A common challenge is explaining intricate plan details in a way that is clear and reassuring to customers who may be anxious about their financial future. To prepare, it's helpful to familiarize yourself with common retirement products (like 401(k)s and IRAs), industry regulations, and effective communication techniques. Ongoing training and support from your team are typical, and collaboration with plan administrators or financial specialists is frequent. Developing patience, empathy, and strong problem-solving skills will help you succeed in this role.

What is the difference between Retirement Customer Service Representative vs Retirement Plan Specialist?

AspectRetirement Customer Service RepresentativeRetirement Plan Specialist
CredentialsHigh school diploma or equivalent; some roles may prefer FINRA or industry-specific certificationsSimilar; often requires FINRA licenses or industry certifications
Work EnvironmentCall centers, customer service departments, financial institutionsFinancial advisory firms, plan administration departments
Employer & Industry UsageBanking, insurance, retirement plan providersRetirement plan providers, financial advisory firms
Search & Comparison IntentCustomer service roles in retirement plansSpecialized retirement plan consulting and management

The main difference is that Retirement Customer Service Representatives focus on assisting clients with their retirement accounts and answering inquiries, while Retirement Plan Specialists provide more in-depth advice and plan management. Both roles require similar credentials and are found within financial institutions, but the Specialist role involves a higher level of expertise and advisory responsibilities.

What cities are hiring for Retirement Customer Service Representative jobs?

Cities with the most Retirement Customer Service Representative job openings:

What states have the most Retirement Customer Service Representative jobs?

States with the most job openings for Retirement Customer Service Representative jobs include:

What are popular job titles related to Retirement Customer Service Representative jobs?

For Retirement Customer Service Representative jobs, the most frequently searched job titles are:

Retirement Customer Service Representative jobs near you
Infographic showing various Retirement Customer Service Representative job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Customer Service Representative

Hinesville, GA • On-site

Customer Service | Full-Time
See more jobs at Customer Service | Full-Timeexternal

$14.75 - $20/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

Customer Service Representative

MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a-Service (XaaS) cloud technology solutions across a wide range of industries, including healthcare, retail, government, education, telecom, technology e-commerce, and financial services. Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies to enhance customer journeys, drive scalability and reduce costs.

At MCI we are committed to fostering an environment where professionals can build meaningful careers, access continuous learning and development opportunities and contribute to the success of a globally expanding, industry-leading organization.

Are you a natural problem solver with a passion for helping others? We're looking for a Customer Service Representative to join our team and provide outstanding support to customers while representing some of the world's most recognizable brands. If you thrive in a fast-paced environment and enjoy making a difference, we want to hear from you!

To be considered for this position, you must complete a full application on our company careers page, including screening questions and a brief pre-employment test.

Key Responsibilities:
  • Engage with customers via inbound calls to understand and resolve their concerns.
  • Use internal systems and tools to manage accounts and process requests.
  • Identify opportunities to upsell or upgrade services using consultative sales techniques.
  • Clearly explain products, services, and procedures to customers.
  • Escalate unresolved or complex issues to the appropriate team or manager.
  • Ensure first-call resolution through effective communication and problem-solving.
Ideal Candidates for This Position Are Highly Motivated and Dedicated and Should Possess the Below Qualities:
  • Must be 18 years or older with a high school diploma or equivalent.
  • Strong written and verbal communication skills.
  • Ability to type 20+ words per minute accurately.
  • Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • Familiarity with Windows operating systems.
  • Dependable and punctual with a strong work ethic.
  • Skilled in troubleshooting, conflict resolution, and customer follow-up.
  • A customer-first mindset: empathetic, patient, and responsive.
  • Ability to multi-task, stay organized, and work independently.
  • Thrive in a fast-paced, team-oriented environment.
  • Excellent interpersonal skills and a collaborative spirit.
Compensation and Benefits That Fit Your Life

At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members.

We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy:

  • Paid Time Off: Earn PTO and paid holidays to take the time you need.
  • Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars!
  • Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location.
  • Retirement Savings: Secure your future with retirement savings programs, where available.
  • Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges.
  • Life Insurance: Access life insurance options to safeguard your loved ones.
  • Supplemental Insurance: Accident and critical illness insurance
  • Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities.
  • Paid Training: Learn new skills while earning a paycheck.
  • Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement.
  • Casual Dress Code: Be comfortable while you work.

If you're ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today!

Apply