Experienced Full Stack Customer Service Representative / Call Center Agent – Retirement & Wealth Services (Remote)

At careerzynith, we're on a mission to strengthen and simplify the health and wealth journey for individuals and businesses alike. As a leading provider of health, wealth, retirement, and benefits solutions, we're committed to delivering exceptional results with an unwavering commitment to integrity. We're now seeking a highly skilled and customer-focused Full Stack Customer Service Representative / Call Center Agent to join our dynamic team!

• *About careerzynith**

careerzynith is a people-centric organization that thrives on building strong relationships with our clients, partners, and team members. We're passionate about driving results and delivering our mission with a relentless pursuit of better outcomes for all. With over 7 million clients and $62 billion in assets, we're proud to be a trusted partner for thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners.

• *Our Culture**

We're a community of forward-thinking individuals who value diversity, collaboration, and career development. Our workplace culture is built on a foundation of integrity, respect, and open communication. We're committed to creating a work environment that's fun, engaging, and supportive, where you can grow and thrive as a professional.

• *Job Summary & Responsibilities**

As a Full Stack Customer Service Representative / Call Center Agent, you'll play a critical role in delivering exceptional customer service to our clients, plan sponsors, recordkeepers, and third-party administrators. You'll be responsible for handling high call volumes, responding to email, voicemail, and chat inquiries, and providing educated answers to client questions about account activity, investments, and IRA/IRS rules and regulations.

• *Key Responsibilities:**

• Handle a high volume of incoming and outgoing client phone calls
• Respond to email, voicemail, and chat inquiries from clients
• Understand and articulate the account opening, distributions, and investment process to clients
• Assist clients in ensuring that all required forms are fully completed
• Handle troubleshooting inquiries related to Web and Online issues
• Provide educated answers regarding IRA's, and IRS Codes
• Maintain a professional approach to client service, consistent with protocol and service levels
• Other duties as assigned

• *Essential Qualifications:**

• 1-3 years of experience in a customer-facing role, preferably in a call center or customer service environment
• Strong written, keyboarding, and verbal communication skills
• Ability to apply relationship-building skills to internal and external clients
• Proficient in Microsoft suite of products
• Strong problem-solving skills and ability to multi-task
• Detail-oriented, organized, and dependable
• Ability to maintain the highest quality of service and professionalism
• Positive attitude and ability to perform well in a collaborative team environment

• *Preferred Qualifications:**

• Working knowledge of Salesforce/Service Cloud
• Working knowledge of trust accounting systems, including some familiarity with investments
• IRA/IRS rules and regulations knowledge and experience
• Bilingual language skills

• *Compensation & Benefits**

• Competitive hourly rate of $18.50 (non-negotiable)
• Industry-leading benefits, including healthcare, 401K savings plan, company holidays, paid time off, parental leave, and an employee assistance program
• Opportunity for incentive and bonus opportunities based on performance

• *Training & Onboarding**

• Training class start date: August 11, 2025 (subject to change due to business needs)
• Mandatory attendance during the training period (approximately 3 months/90 days)
• Training schedule: 8 a.m. ET to 4:30 p.m. CT (subject to change due to business needs)
• Regular schedule: 10:30 a.m. ET to 7 p.m. CT (subject to change due to business needs)

• *Internet Speed Requirements**

• Upload Speed: >20 Mbps
• Download Speed: >100 Mbps
• Must be able to hardwire an ethernet cable to the internet modem/router

• *Work Environment**

• Quiet, distraction-free work environment without any conflicting responsibilities during the scheduled shift
• Ability to work from home with a reliable internet connection

• *How to Apply**

If you're a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity! Please submit your application through the link below.

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