Customer Service Representative (Financial Company)
Milwaukee, WI US
Posted 12 days ago
Job Description
Our client, located in the Chase Tower in downtown Milwaukee (parking is included), is seeking Call Center Representatives to support their Participant Services department starting on 11/27/17.  These positions are temporary, starting immediately, with the potential to lead into future permanent positions with our client.  This is a great opportunity for someone seeking a career in Financial Services. 

Job Duties: 
• Answering inbound calls from existing and new plan participants, employers, and third party specialists
• Provide general account information and educate participants on questions and available options related to contributions, withdrawals and product information
• Process distributions, loans and general account changes upon direction from participant as allowed by plan provisions
• Assist participants through the navigation of the automated voice response system and participant website.  
• 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 and coaching sessions as required

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 
• Active Series 6 and Series 63 encouraged to apply (possible pay premium)
• Bilingual (Spanish speaking) encourage to apply (possible pay premium)
• Must be able to work up to 40 hours per week between the hours of 8:00 am and 9:00 pm CST, Monday through Friday
• Must commit to long-term assignment with possible extension
• Please submit your MS Word resume with application  

Pay Rates: 
• $18.42 for non-licensed reps
• $19.42 for active licensed reps
• $19.42 for bilingual (Spanish) reps



Job Summary
Start Date
Employment Term and Type
Temp-to-Hire, Full Time
Hours per Week
Work Hours (i.e. shift)
Salary and Benefits
Required Education
Associate Degree
Required Experience
1 to 3 years
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