Customer Service Representative (Level III)
Apply to Job<span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> <strong> Client Customer Service Representative</strong><br />
<strong> Location:</strong> 2505 W Chandler Blvd., Chandler, AZ 85224<br />
<strong> Start Date:</strong> 12/7/2026<br />
<strong> Pay Rate:</strong> $21.00/hour (Paid weekly)<br />
<strong> Contract Duration:</strong> 12-month initial contract<br />
<em> Possibility of extension or full-time conversion based on performance, attendance, and business needs</em> <br />
<strong> Benefits:</strong> Health, Vision, and Dental.<br />
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<strong> Position Summary:</strong><br />
We are seeking an experienced <strong> Customer Service Representative</strong> to support participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. The role involves guiding participants through account management, executing financial transactions, and ensuring accuracy in processing.<br />
This is an <strong> on-site position</strong> during training, with work conducted in a virtual setting from the office location.<br />
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<strong> Required Skills & Qualifications:</strong></span> </span>
<ul>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> Minimum of <strong> 2 years of customer service experience</strong> in a fast-paced environment.</span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> Strong computer skills, including proficiency with <strong> Microsoft Outlook, Word, and PowerPoint.</strong></span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> Ability to multitask across multiple systems while maintaining client engagement and accuracy in documentation.</span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> Excellent written and verbal communication skills, with a focus on professionalism and clarity.</span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> Strong problem-solving and conflict-resolution skills, with the ability to remain calm and respectful under pressure.</span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> Receptive to coaching, feedback, and ongoing skill development.</span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> Ability to handle sensitive and confidential information responsibly.</span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> Highly motivated, self-driven, and adaptable to change.</span> </span> </li>
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(Possible shift options are as follows, not guaranteed)</span> </span>
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<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> <strong> Days</strong></span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> <strong> Start (MST)</strong></span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> </span> </span> </td>
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<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> M–F</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 11:00 AM</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 7:30 PM</span> </span> </td>
</tr>
<tr>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> M–F</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 11:00 AM</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 7:30 PM</span> </span> </td>
</tr>
<tr>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> M–F</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 11:30 AM</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 8:00 PM</span> </span> </td>
</tr>
<tr>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> M–F</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 11:30 AM</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 8:00 PM</span> </span> </td>
</tr>
<tr>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> M–F</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 12:30 PM</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 9:00 PM</span> </span> </td>
</tr>
<tr>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> M–F</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 12:30 PM</span> </span> </td>
<td> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> 9:00 PM</span> </span> </td>
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</tbody>
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<strong> Onboarding Requirements</strong><br />
Criminal background check required<br />
Fingerprinting required<br />
Employment verification for the previous two years<br />
International background check required if the candidate has lived outside the U.S. for six months or more during the past five years<br />
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<strong> Candidate Expectations:</strong><br />
Before applying, please be aware of the following requirements and expectations:</span> </span>
<ul>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> <strong> Cell Phones:</strong> Usage restricted to designated areas and times (to be discussed by the manager).</span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> <strong> Dress Code:</strong> Professional business casual is mandatory including for interviews.</span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> <strong> Attendance:</strong> Reliable attendance is essential. Proper procedures must be followed for absences (call-out line, notifying supervisors and vendors).</span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> <strong> Punctuality:</strong> A maximum of <strong> 16 hours of time off is allowed within the first 90 days.</strong> It is strongly recommended <strong> not to schedule any time off during training.</strong></span> </span> </li>
<li> <span style="font-family:calibri,helvetica,sans-serif"> <span style="font-size:11pt"> <strong> On-Site Training:</strong> Candidates must work onsite during training and should <strong> not bring personal items</strong> such as blankets to the workplace.</span> </span> </li>
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