Job Title: Customer Service Representative - Senior
Duration: 8 months
Location: El Paso, TX 79912 (ONSITE)
Shift: 8 am to 5 pm, M-F

Job Description

The Account Solutions Team is a department within Tier 2 of Client Services Support CSS, providing specialized support for complex accountrelated inquiries and servicing needs.
The team serves as a resource for representatives and clients by delivering expertise on account maintenance, ownership changes, registration updates, asset movement requests, and other specialized account servicing transactions.
We are committed to inspiring client loyalty by providing accurate guidance, effective solutions, and an exceptional service experience.
Collaboration, continuous learning, and employee development are foundational to our teams success.
Are you passionate about making a positive impact. Do you enjoy problemsolving, navigating complex situations, and helping clients achieve their financial goals?
As a member of the Account Solutions Team, you will be responsible for resolving complex account needs, educating clients and business partners, and delivering tailored solutions that build confidence, trust, and longterm client loyalty.
Strong technical skills, including knowledge of Windows XP, internet searching, database systems Excel, email Outlook, and Microsoft Teams Deescalation Excellent customer service skills
High volume call center experience in Financial Industry Passion for service with strong clientfocus and the desire to help people
Strong communication and relating skills with the ability to navigate and explain complex subjects such as IRS rules and regulations to client
Ability to work a flexible shift in response to business demand
Positive attitude, enthusiasm, professionalism, adaptable mindset, and strong work ethic with high level of integrity and ethics
Well developed organizational, time management, prioritization, and analytical skills The ability and desire to work cooperatively with team members Ability to set challenging goals and focus on achieving or exceeding them
Proven leadership skills and experience Demonstrated desire to lead as well as challenge yourself to learn and grow in Retirement Services

Senior Customer Service Representative

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