Skip to Main Content

Remote Financial Customer Care Representative

Corestaff Services
Salt Lake City, UT
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Call Center Representatives to support their Retirement Solutions Group division starting on These positions are temporary, for 3 - 6 months with the possibility of extension. This is a great opportunity for someone seeking a career in Financial Services. 

Job Duties: 
 
• Provide telephone support on service items related to incoming rollovers, including working with internal sales and operations teams, as well as external companies to drive successful completion of rollovers 
• Partner with sales team on identifying and addressing customer rollover needs 
• Follow-up on rollovers that have not been completed 
• Answering inbound calls from existing and new plan participants, employers, and third-party specialists 
• Submit requests for research and follow-up if needed after the initial call. May be required to make outbound calls if necessary 
• Review, comprehend and implement all new communication regarding plan updates and changes 
• Attend meetings, training and coaching sessions as required 
• Assist sales team with appointment scheduling as needed 

Job Requirements: 
 
• Must be able to meet department call quality requirements 
• Consistent adherence to work schedule and punctuality required 
• Must have proven customer service and phone skills 
• Must have basic Keyboarding skills 
• Must have ability to problem solve and react quickly to client’s needs 
• Must be able to work up to 40 hours per week between the hours of 6:00am MT – 6:00 pm MT 
• Bachelor’s Degree in Finance, Business or related preferred 
• Local candidates will be considered. Please submit your MS Word resume with your application 

Internet and Connection Requirements:  

Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality 

Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality. 

Company Description
Corestaff Services is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. Corestaff Services is not associated with Core Staffing Services, Inc. which operates in the New York metro area.

Corestaff Services

Corestaff Services is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. Corestaff Services is not associated with Core Staffing Services, Inc. which operates in the New York metro area.

Address

Salt Lake City, UT
USA

Industry

Business

View all jobs at Corestaff Services