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Retirement Service Representative Jobs (NOW HIRING)

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Patient Service Representative

Valencia, PA

$16.75 - $21.50/hr

Unparalleled 403(b) Retirement Savings Plan * Generous paid-time off QUALIFICATIONS for the Patient Service Representative position: * High School education or equivalent * Two years' experience in ...

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Retirement Service Representative information

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$12

$23

$39

How much do retirement service representative jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for retirement service representative in the United States is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $27.40 per hour, depending on experience, location, and employer.

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.
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Retirement Service Representative jobs near you
Infographic showing various Retirement Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $47,911 per year, or $23 per hour.

Customer Service Representative (CSR)

O'Donnell Metal Fabricators, Inc.

Norristown, PA

$18 - $22/hr

Full-time

Medical, Retirement, PTO

Re-posted 8 days ago

Job description

We’re Hiring: Customer Service Representative (CSR)

Location: Norristown, PA | Pay Range: $18–$22/hour | Full-Time

Company Overview:

Commercial Kitchen Ventilation provides commercial HVAC and kitchen ventilation service throughout the tri-state area.

When customers call, they need answers, scheduling, and support from someone who can stay organized and keep things moving. The office is a critical part of that process.

Position Summary:

We're hiring a Customer Service Representative (CSR) to support customer communications, scheduling, and day-to-day office operations.

This position is designed for someone who communicates well, stays organized, and is ready to learn.

What You'll Get:

  • $18–$22/hour based on experience and capability

  • Performance-based incentive opportunities

  • Pay increases tied to performance and capability

  • Health Insurance + Retirement Plan

  • Paid Holidays + PTO

What You'll Do:

  • Answer customer calls and schedule service appointments

  • Communicate with customers and technicians throughout the day

  • Maintain accurate customer and job information

  • Support general administrative and office functions

  • Help keep daily operations organized and moving forward

What You'll Bring:

  • Customer service, office, retail, hospitality, or administrative experience preferred

  • Strong communication and organizational skills

  • Comfortable using computers and software systems

  • Professional, dependable, and willing to learn

  • Ability to stay productive as priorities change

Working Conditions:

This role is primarily office-based but supports an industry that doesn't always operate during normal business hours. Evening and weekend on-call coverage is required on a rotating basis.

If you're reliable, willing to learn, and take pride in doing things right, apply.

Commercial Kitchen Ventilation is an Equal Opportunity Employer. We hire based on qualifications, capability, and performance.

Employment Type: FULL_TIME

Apply