Experienced Customer Operations Representative – Financial Services and Customer Support

At careerzynith, we're committed to helping people achieve their financial goals and feel confident about the future. As a Customer Operations Representative, you'll play a vital role in delivering exceptional customer experiences and ensuring the smooth processing of financial and non-financial activities for our active Deferred Annuity products.

• *About the Role**

As a Customer Operations Representative, you'll be responsible for reviewing and processing financial and non-financial activities, including withdrawals, transfers, and setting up repetitive payments. You'll communicate with external customers and agents to obtain the necessary information to process the requested transactions. Your attention to detail and ability to understand federal and municipal tax regulations will be essential in ensuring accurate and compliant processing.

• *Key Responsibilities**

• Process financial and non-financial activities into administrative systems and prepare or key checks and wires
• Communicate with external customers and agents via telephone or written correspondence
• Understand and apply federal and municipal tax regulations
• Differentiate between IRA and NQ accounts and understand how client requests can affect taxable events
• Familiarize yourself with various products administered by careerzynith

• *What We Offer**

At careerzynith, we're dedicated to creating a world where more people have access to financial freedom. Our team is passionate about delivering exceptional customer experiences and making a positive impact in our communities. As a Customer Operations Representative, you'll have the opportunity to:

• Work in a dynamic and inclusive environment that values diversity, equity, and inclusion
• Develop your skills and knowledge through ongoing training and professional development opportunities
• Collaborate with a talented team of professionals who share your passion for delivering exceptional customer experiences
• Enjoy a comprehensive benefits package, including flexible full-time or hybrid telecommuting arrangements, 401(k) plan with immediate vesting and company matching, paid time away, and more

• *Benefits and Perks**

We believe in taking a "one-size-fits-all" approach to our employees' benefits and perks. Our programs are designed to make your life better both at work and at home. Some of the benefits and perks you can expect include:

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days, and ten paid holidays
• Give back to your community and double your impact through our company matching
• Comprehensive health insurance, including medical, dental, and vision coverage
• Access to our Employee Assistance Program (EAP) for confidential support and resources

• *Compensation**

As a Customer Operations Representative, you'll be eligible for an hourly salary range of $22.00-$32.96, plus eligibility for an annual bonus program. We're committed to recognizing and rewarding your hard work and dedication to delivering exceptional customer experiences.

• *Who We're Looking For**

We're seeking a highly motivated and detail-oriented individual with excellent written and verbal communication skills. As a Customer Operations Representative, you'll need to:

• Possess a high school diploma or equivalent experience
• Have a working knowledge of at least one applicable administration system or equivalent experience
• Demonstrate a strong understanding of federal and municipal tax regulations
• Be able to differentiate between IRA and NQ accounts and understand how client requests can affect taxable events
• Possess strong leadership and interpersonal skills, with the ability to work effectively in a team environment

• *Empowering Inclusion**

At careerzynith, we're committed to creating a world where every employee feels valued, respected, and has opportunities to contribute. We believe in empowering inclusion by recognizing our assumptions, considering multiple perspectives, and removing barriers. We invite you to learn more about our efforts to create a more inclusive and diverse workplace.

• *Join Our Team**

If you're passionate about delivering exceptional customer experiences and making a positive impact in our communities, we encourage you to apply for this exciting opportunity. As a Customer Operations Representative, you'll have the chance to develop your skills and knowledge, work with a talented team of professionals, and contribute to our mission of creating a world where more people have access to financial freedom.

• *Work Authorization**

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with careerzynith.

• *How to Apply**

If you're ready to take the next step in your career and join our team, please visit our careers page at [careerzynith careers website] to learn more about this opportunity and apply online. We look forward to hearing from you!

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