Back to all jobs

Experienced Customer Service Representative – Retirement Plans

Work from home Full-time role Hiring

Join arenaflex, a leading provider of trusted financial products and advice, in our mission to Fulfilling Life. We're seeking an experienced Customer Service Representative to support our Retirement Plans team, providing exceptional service to our clients and helping them achieve their financial goals.

About arenaflex

arenaflex is a mutual-based organization that has been helping individuals and families achieve financial security for over [number] years. Our commitment to volunteering and community support, employee well-being, and providing quality products and services has earned us a reputation as a company that cares. We're proud to be an Equal Opportunity Employer, committed to an inclusive culture and diverse workplace, enriched by our individual differences.

Job Summary

As a Customer Service Representative on our Retirement Plans team, you'll be responsible for providing exceptional service to our clients, answering their inquiries, and educating them on available distribution, rollover, and consolidation options. You'll work under limited supervision, providing guidance to entry-level associates or peers, and identifying process improvement opportunities to increase efficiency and effectiveness of the team.

Key Responsibilities

* Answer all inquiries in a professional manner, maintaining an understanding of the requirements relating to retirement plan participants

  • Educate retirement plan participants on available distribution, rollover, and consolidation options and assist participants throughout each process
  • Assist participants in accessing their account online; assist in resolving retirement plan participants' requests
  • Assist in participant education regarding online functionality (i.e., online enrollment, transfers, loans, and withdrawals)
  • Become a stakeholder in the future of our organization by identifying process improvement opportunities to increase efficiency and effectiveness of the team and still maintain an exceptional level of service
  • Protect assets by adhering to all applicable regulations, policies, and procedures, regulatory requirements, process requirements, and established risk guidelines
  • Produce professional correspondence and demonstrates professional verbal communication and customer service skills
  • Consult with the Client Service and Admin Service teams to provide assistance as volumes dictate
  • Investigate and resolve participant issues and share the results with appropriate parties
  • Provide written instructions to involved parties
  • Maintain the confidentiality of the retirement plan participant to protect and insure compliance with policy and procedures
  • Maintain a very global level of knowledge in Retirement Plan areas (New Business, ERISA Plan Services, and Client Services) and remain familiar with daily processing requirements in these areas
  • Effectively coordinates, joins, and/or participates in discussions. May serve on committees to improve procedures and resolve problems within teams and across the department
  • Other duties as assigned

What You Bring

* H.S. Diploma or GED

  • College degree preferred
  • 1-2 years' customer service experience and previous contact center experience required
  • Retirement Plans Experience preferred
  • Special skills or knowledge:

+ Required: Proficient written and oral communication skills. Must be able to manage a number of priorities at one time while working within required deadlines. Proficient customer focus with excellent interpersonal skills. Ability to assume ownership and ability to work within a team environment. Must have a high level of curiosity and show willingness to learn new methods, procedures. + Preferred: Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration. Proficiency with Microsoft Office products (Word, Excel, and PowerPoint). ASPPA exams or equivalents. Knowledge of OMNI, Relius, and recordkeeping systems. + Bilingual in Spanish and English preferred.

What We Offer

* Our company motto is "Fulfilling Life," and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.

  • Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
  • We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
  • A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules, and time off to care for yourself and others.
  • Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

Work Environment and Company Culture

* This position is remote, and you'll have the flexibility to work from home.

  • Our company culture is built on a foundation of mutual respect, open communication, and a commitment to excellence.
  • We're a team-oriented organization that values collaboration, innovation, and continuous learning.

Compensation and Perks

* Competitive salary

  • Comprehensive health and welfare benefits
  • 401(k) plan with company match
  • Flexible work schedules and time off to care for yourself and others
  • Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

How to Apply

If this role sounds like a perfect fit, don't hesitate. Apply today and let's build the future together. Apply To This Job Apply for this job

Apply

More remote roles to explore

Experienced Customer Care Representative – Remote Opportunity with arenaflex

Work from home Full-time role

Experienced Retail Customer Service Associate – Drive Customer Satisfaction and Business Growth at arenaflex

Work from home Full-time role

Experienced Retail Customer Service Associate – Delivering Exceptional Customer Experiences at arenaflex

Work from home Full-time role

Experienced Retail Customer Service Cashier – Fast-Paced Environment with Opportunities for Growth

Work from home Full-time role

Experienced Retail Loss Prevention Customer Service Associate II – Asset Protection and Customer Experience Expert

Work from home Full-time role

Experienced Full Stack Revenue Operations Specialist – Customer Success and Growth Optimization

Work from home Full-time role

Experienced Sales Analytics Data Entry Specialist – Southwest Airlines Business Intelligence

Work from home Full-time role

Experienced Sales and Customer Support Representative for arenaflex

Work from home Full-time role

Experienced Sales & Customer Service Representative – Remote Opportunity with arenaflex

Work from home Full-time role

Experienced Sales Representative / Customer Service Representative – Join the arenaflex Team and Thrive in a Dynamic Customer-Focused Environment

Work from home Full-time role

Experienced Data Entry Clerk for 17-Year-Olds – Entry-Level Position at Hirevector About Hirevector At Hirevector, we are driven by a mission to be the world's most customer-centric company. We strive to offer our customers the lowest possible prices, the best available selection, and the utmost convenience. Established in 1994, we’ve grown from an online bookstore into a global powerhouse that specializes in e-commerce, cloud computing, digital streaming, and artificial intelligence. Your Opportunity Awaits We are excited to announce our Data Entry Clerk position specifically tailored for 17-year-olds! This is a unique opportunity to start your career with one of the world's leading companies while improving your computer skills and gaining real-world experience. Position Overview As a Data Entry Clerk at Hirevector, you will play a crucial role in our operations by managing various forms of data input and validation. This position is an excellent opportunity for motivated and detail-oriented teenagers looking to build valuable work experience in a fast-paced environment. Key Responsibilities: Accurately enter customer data into our internal systems. Review and verify data for accuracy and completeness. Organize and maintain data files and records. Assist in organizing information and preparing reports. Communicate effectively with team members to resolve discrepancies. Who We Are Looking For This role is perfect for a responsible 17-year-old who is eager to learn and grow. We are looking for candidates who meet the following criteria: Essential Qualifications: Must be 17 years old by the time of application. High School student or recent graduate preferred. Basic computer skills and familiarity with Microsoft Office Suite. Strong attention to detail and organization skills. Ability to work independently as well as a part of a team. Effective communication skills—both written and verbal. Willingness to learn and accept feedback. What We Offer Working at Hirevector comes with unique benefits tailored to help you thrive: Benefits and Perks: Flexible working hours that can accommodate your school schedule. A competitive hourly wage. Professional development opportunities and training. A supportive work environment with a focus on teamwork. Networking and potential career advancement within the company. Diversity and Inclusion At Hirevector, we value diversity and strive to create an inclusive work environment. We believe that the more diverse our workforce, the better we can serve our customers. We are proud to be an Equal Opportunity Employer where everyone can find success. Your Next Steps If you’re excited about the opportunity to gain skills and be part of an innovative team, we encourage you to apply! This position is a fantastic way for 17-year-olds to gain essential work experience and a chance to contribute to a global leader in technology. Career Growth Opportunities At Hirevector, we believe in investing in our employees' growth and development. As a Data Entry Clerk, you will have the opportunity to learn and grow with our company, taking on new challenges and responsibilities as you progress in your career. Work Environment and Culture Our work environment is fast-paced and dynamic, with a focus on teamwork and collaboration. We encourage open communication, creativity, and innovation, and we strive to create a positive and inclusive work environment for all employees. Compensation, Perks, and Benefits We offer a competitive hourly wage, flexible working hours, and a range of benefits and perks to support your well-being and career development. We also provide comprehensive training and professional development opportunities to help you succeed in your role. Conclusion Data entry jobs for 17-year-olds at Hirevector represent a valuable starting point for any young aspiring professional. With the right guidance and opportunity, you can not only develop practical skills essential for your career but also join a company that embraces innovation and creativity. This is your chance to take those first steps toward a bright future. Don’t hesitate—apply today and be part of something bigger! FAQs Q: What is the minimum age requirement for this position? A: You must be at least 17 years old to apply for this position. Q: Do I need prior experience in data entry to apply? A: No prior experience is necessary, but basic computer skills and a willingness to learn are important. Q: What are the working hours for this role? A: The working hours are flexible and can be arranged to fit around your school schedule. Q: Will training be provided? A: Yes, comprehensive training will be provided to ensure you are fully prepared for your responsibilities. Q: What growth opportunities exist within this role? A: There are numerous opportunities for career advancement within Hirevector, especially for dedicated employees who excel in their roles. Apply Now! Ready to take the first step in your career? Apply now for the Data Entry Clerk position at Hirevector and join our team of innovative and dedicated professionals!

Work from home Full-time role

Manager - Discovery Operations, Early-Stage Oncology

Work from home Full-time role

Cloud Engineer (US Federal)

Work from home Full-time role

Consultant kommunales Finanzwesen (m/w/d) | Gotha/Remote in Thüringen | KIV Thüringen

Work from home Full-time role

Experienced Entry-Level Data Entry Clerk/Typing Professional – Remote Opportunity at arenaflex

Work from home Full-time role

Senior Business Process Engineer

Work from home Full-time role

Typescript Developer | $55/hr Remote

Work from home Full-time role

Commercial Marketing Coordinator (Limited Fixed Term – 12months)

Work from home Full-time role

English (US) AI Search Evaluator

Work from home Full-time role

Experienced Part-Time Data Entry Typist – Remote Work Opportunity with arenaflex

Work from home Full-time role