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

As of Sep 11, 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, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Customer Service Representative (CSR)

Miami, FL • On-site

Mr.Handyman
See more jobs at Mr.Handymanexternal

$18 - $23/hr

Full-time

Medical, PTO

Re-posted 13 days ago

Mr. Handyman rating

5.3

Company rating: 5.3 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

Job description

Customer Service Representative (CSR)

Join One of Miami's Highest-Rated Home Repair Companies!

Mr. Handyman is an award-winning home repair and maintenance company with a reputation for exceptional customer service, quality workmanship, and professionalism. We are looking for a highly organized, friendly, and detail-oriented Customer Service Representative (CSR) to become the voice of our company and help deliver an outstanding experience for every customer.

If you enjoy helping people, thrive in a fast-paced environment, and love staying organized while juggling multiple tasks, we'd love to meet you.

Position Summary

As a Customer Service Representative, you will be responsible for managing customer communications, scheduling appointments, supporting our field technicians, and ensuring every customer receives exceptional service from the first phone call through project completion.

This is a critical role within our office that requires excellent communication skills, attention to detail, and the ability to prioritize multiple tasks throughout the day.

Primary Responsibilities

Customer Service & Scheduling

  • Answer inbound customer calls professionally and courteously
  • Respond promptly to website leads and online service requests
  • Gather detailed information regarding customers' repair and maintenance needs
  • Ask pertinent questions to accurately determine the scope of work
  • Schedule estimates, inspections, and service appointments while optimizing technician routes and availability
  • Confirm appointments and communicate schedule changes when necessary

Customer Follow-Up

  • Conduct customer satisfaction calls following completed jobs
  • Follow up with prospective customers regarding outstanding estimates
  • Build long-term relationships with customers through excellent communication
  • Resolve customer concerns and escalate issues when appropriate

Administrative Support

  • Review completed work orders for accuracy
  • Verify scope of work completed with technicians
  • Prepare, clean up, and send customer invoices
  • Maintain accurate customer records within our CRM
  • Assist with daily office operations and administrative tasks

Project Coordination

  • Help source materials for upcoming jobs
  • Coordinate with vendors and suppliers
  • Request Certificates of Insurance (COIs) as needed
  • Send COIs to condominium associations and property management offices
  • Coordinate building access requirements for upcoming projects

Relationship Management

  • Build and maintain strong relationships with condominium management companies
  • Communicate effectively with property managers, building engineers, and HOA representatives
  • Support our commercial and residential clients with professionalism and urgency

Qualifications

  • Previous customer service experience required
  • Call center, dispatch, scheduling, or administrative experience preferred
  • Excellent verbal and written communication skills
  • Strong organizational and multitasking abilities
  • Comfortable working in a fast-paced office environment
  • Detail-oriented with excellent follow-through
  • Professional phone etiquette
  • Proficient with Microsoft Office and Google Workspace
  • Ability to quickly learn scheduling and CRM software (Service Titan experience is a plus but not required)
  • Bilingual (English/Spanish) preferred

Desired Traits

We're looking for someone who is:

  • Friendly and positive
  • Professional under pressure
  • Highly organized
  • Dependable and punctual
  • A team player
  • Solutions-oriented
  • Comfortable speaking with customers throughout the day
  • Able to prioritize multiple responsibilities without sacrificing quality

What We Offer

  • Competitive hourly pay based on experience ($18 - $23/hr)
  • Performance bonus opportunities
  • Paid holidays
  • Paid vacation
  • Company contribution toward employee health insurance
  • Professional development and ongoing training
  • Supportive team environment
  • Opportunity for advancement within a growing company
  • Stable, year-round employment

Schedule

  • Full-time
  • Monday through Friday
  • Occasional Saturdays as business needs require

Why Mr. Handyman?

Our mission is simple: Deliver an exceptional customer experience while helping homeowners and businesses care for their properties.

Every phone call, every appointment, and every interaction matters. As our Customer Service Representative, you'll play a key role in making sure our customers receive the professionalism and care that have earned us our outstanding reputation throughout Miami-Dade County.


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