skillventory - A Leading Talent Research Firm

Entry Level Customer Service - Omaha / Lincoln, NE area ONLY

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Entry Level

About the role

  • In this full-time position, you can apply your skills and knowledge in a significant way every day to help others.
  • In this customer service role , you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
  • You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources.
  • You do not need a finance background to succeed in this role.
  • As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
  • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate.
  • In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
  • In the subsequent months, you will continue taking customer calls to develop and hone your skills.
  • There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
  • Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
  • This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability.
  • You do not need a finance background or a degree to succeed in the role.

Requirements

  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
  • Proficiency in navigating and troubleshooting basic technology issues or systems.
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
  • Minimum 1 year of customer service experience
  • High School diploma or GED required