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Retirement Customer Service Representative Jobs (NOW HIRING)

Gas Express LLC

CSR Customer Service Representative

Benton, AR · On-site

$13.50 - $18.50/hr

Customer Service Representative reports to the Store Manager. The CSR is responsible for assisting the Management Team in the overall operation, cleanliness, maintenance, inventory and cash control ...

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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 13, 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.

CSR Customer Service Representative

Benton, AR • On-site

Gas Express LLC
Retail • 51 - 200 employees
Learn more about Gas Express LLCexternal

$13.50 - $18.50/hr

Part-time

Re-posted 23 days ago

Job description

Job Type
Part-time
Description
Summary: Customer Service Representative reports to the Store Manager. The CSR is responsible for assisting the
Management Team in the overall operation, cleanliness, maintenance, inventory and cash control of the location.
Essential Sales Duties and Responsibilities
  • Provide Excellent Customer Service Skills in all interactions
  • Ensure all Cash handling policies are followed explicitly.
  • Restock all store items as directed by Store Manager or customer needs.
  • Plus sell to every Customer, regardless of what they purchase.
  • Perform all duties related to serving our customers.
  • Provide training assistance to new CSR's.
  • Provide prompt, courteous customer service and resolve customer issues on shift.
  • Submits to the Store Manager for approval, a grocery order for their assigned sections or categories.
  • Front and face all product to create a visually attractive display for our customers
  • Review, complete and suggest changes to all build-to's.
  • Provide feedback for the fast food service area of the store.
  • Complete reports assigned by the Store Manager.
  • Accept applications to be considered for employment.
  • Follow company procedures when working with vendors including checking in order and verifying quantities.
  • Adhere to all company policies and procedures.
  • Prepare and finalize shift close-out reports.
  • Inspect store facilities/equipment for safety, cleanliness and proper working order.
  • Complete all price changes and promotional price changes.
  • Document and report a safety incident or injury.
  • Document and report a maintenance request.
  • The CSR may be asked to participate in any other related task or activity which management determines his/her skills would be useful or needed.

Requirements
Minimum Qualifications and Prerequisites
  • High School diploma or GED preferred.
  • Outstanding customer service skills.
  • Have reliable transportation and can arrive at the store on time.
  • Has a positive attitude and promotes the company and is a team player.
  • Must have basic computer skills.
  • Must be well organized and manages time well.
  • Possess good people interaction skills.
  • Works as scheduled by the Store Manager. Schedule must be flexible to include being available to work all shifts and all days of the week. Work week may exceed 40 hours per week during hard to staff times.

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