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Retirement Service Representative Jobs in Arizona

GoodVets

Client Service Representative

Phoenix, AZ · On-site

$17 - $20/hr

As a Client Service Representative (CSR), you are the first and last impression for every client ... A retirement plan that helps you plan ahead, with matching contributions to support your long-term ...

GoodVets

Client Service Representative

Phoenix, AZ · On-site

$17 - $20/hr

As a Client Service Representative (CSR), you are the first and last impression for every client ... A retirement plan that helps you plan ahead, with matching contributions to support your long-term ...

Heritage

Customer Service Representative

Phoenix, AZ · On-site

$16 - $21.50/hr

Job Overview & Purpose The Customer Service Representative (CSR) plays a critical role in ensuring ... Retirement Plan (401(k)) with employer match when applicable * Employee Stock Ownership Plan (ESOP ...

Max Auto Glass

Customer Service Representative

Tucson, AZ · On-site

$3.0K/wk

Customer Service Representative Max Auto Glass is the auto glass division of the Sun Auto Tire and ... Life Insurance (Company paid) * 401(k) Retirement Savings Plan with Company Match * Discounted ...

Banking

Customer Service Representative

Phoenix, AZ · On-site

$16 - $21.50/hr

Customer Service Representative 2 Handle 40-60 inbound calls daily. (up to 60+ on busy days) Verify ... 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability ...

Banking

Customer Service Representative

Chandler, AZ · On-site

$20 - $21/hr

Customer Service Representative Pay Range: $20/hr to $21/hr Location: Chandler, AZ 85224 Work Type ... 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability ...

Collabera

Customer Service Representative

Phoenix, AZ · On-site

$21 - $23/hr

Customer Service Representative 2 Industry: Banking / Financial Services Job Type: 100% ONSITE Job ... 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability ...

Pinnacle Propane

Customer Service Representative

Payson, AZ · On-site

$14.75 - $20/hr

Retirement Savings Plan: Employer contributions to help you save for the future. Position Summary: The Customer Service Representative serves as the primary point of contact for customers, providing ...

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Retirement Service Representative information

What is a retirement service representative?

Retirement Service Representatives are professionals who assist clients with their retirement accounts, such as 401(k)s and IRAs. They help individuals understand their plan options, process transactions like rollovers or distributions, and answer questions about account features and regulations. These representatives often work for financial institutions or retirement plan administrators, acting as a key point of contact for plan participants. Their goal is to provide accurate information and support to help clients make informed decisions about their retirement savings.

What are the key skills and qualifications needed to thrive as a retirement service representative, and why are they important?

To thrive as a Retirement Service Representative, you need a solid understanding of retirement plans (such as 401(k) and IRA), financial regulations, and strong customer service skills, often supported by a bachelor's degree in finance or a related field. Familiarity with retirement plan administration systems, CRM software, and sometimes FINRA Series 6/63 or similar certifications is typically required. Exceptional communication, problem-solving abilities, and attention to detail help representatives effectively guide clients through complex retirement processes. These skills are crucial for ensuring regulatory compliance, client satisfaction, and accurate plan management.

What are some common challenges faced by retirement service representatives, and how can they be managed?

Retirement Service Representatives often encounter challenges such as handling complex account inquiries, explaining intricate retirement plan details, and managing high call volumes, especially during enrollment or tax seasons. Success in this role requires strong communication skills, patience, and the ability to simplify complex topics for clients. Building expertise in retirement products and staying current on regulatory changes can help representatives provide accurate, confident support. Team collaboration is also key, as sharing knowledge and best practices with colleagues helps resolve unique client situations more efficiently.

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

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

What job categories do people searching Retirement Service Representative jobs in Arizona look for?

The top searched job categories for Retirement Service Representative jobs in Arizona are:

Retirement Service Representative jobs near you

Client Service Representative

GoodVets

Phoenix, AZ • On-site

$17 - $20/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

Who We Are:
GoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate about delivering gold-standard care. We sit at the intersection of quality-first medicine and people-first culture, providing a supportive, growth-minded environment for our teams-and unparalleled service for today's pet parents.
The Opportunity:
This is a ~30 hour per week role! The ideal schedule will cover 3x10 hour shifts across the week (Mon-Sun). As hospital grows, the role has potential to be full time 40 hours.
As a Client Service Representative (CSR), you are the first and last impression for every client who walks through our doors. You'll set the tone for the entire visit by creating a welcoming and supportive experience for pet owners and their companions. From managing phone calls and appointments to facilitating check-ins and check-outs, you'll ensure every interaction reflects our values of warmth, professionalism, and empathy.
This is more than a front-desk role-it's a critical position that shapes the client experience and supports the success of the hospital as a whole.
What You'll Do:
  • Deliver elevated customer service with warmth, empathy, and professionalism
  • Greet clients and manage the check-in/check-out process with efficiency and care
  • Answer and triage phone calls using a multi-line system
  • Schedule appointments, procedures, and follow-ups in coordination with the clinical team
  • Process payments and ensure accurate invoicing
  • Monitor the flow of patients and clients throughout the day
  • Maintain a clean and organized reception and lobby area
  • Communicate effectively with doctors, technicians, and managers to ensure smooth operations
  • Assist emotionally stressed clients with compassion and clarity
  • Support occasional light administrative and cleaning duties as needed

Our Client Service Representatives Have:
  • Availability to work evenings and weekends
  • Previous veterinary or medical front-desk experience (preferred, not required)
  • Strong communication and interpersonal skills
  • Comfort working in a fast-paced environment with multiple priorities
  • Familiarity with Windows-based systems and practice management software (or a willingness to learn)
  • A positive, team-first attitude and a passion for creating a welcoming environment

What We Offer:
  • Comprehensive Benefits Package: Medical, dental, and vision insurance to keep you and your family well-plus flexible spending options and disability coverage
  • 401(k) with a Company Match: A retirement plan that helps you plan ahead, with matching contributions to support your long-term goals
  • Generous Paid Time Off: Paid holidays, vacation days, and personal time to help you recharge and maintain a healthy work-life balance
  • Employee Discounts: Significant savings on veterinary care and products for your own pets at any GoodVets location
  • A Culture that Values You: Join a team that leads with empathy, prioritizes collaboration, and celebrates each other's wins-big and small

Ready to take the next step in your career?
At GoodVets, you're not just a CSR-you're a vital part of redefining the veterinary experience.
Apply today and let's build something exceptional-together.
Compensation Range
$17-$20 USD

Apply