Sioux Falls, South dakota
Customer Care Specialist Job Opening in Sioux Falls, South dakota - TO APPLY: Please visit /careers rather than clicking the button below.
Ensures a positive customer experience, creating a perception of value with every customer contact in a cross-functional environment that includes, but is not limited to, 401(k) administration. This role may be single-functional or cross-functional dependent upon the needs of the business and an individual?s preferred career progression path.
Position Competencies
Team Success
Customer/Client Focus
Personal Credibility
Leadership
Applied Learning
Decision Making
Facilitate & Manage Change
Care
A passion for providing high quality customer service ? always thinks customer
A commitment to self-improvement
The ability to embrace and continually adapt to change
A positive attitude even when unexpected challenges arise
A willingness to take responsibility and be accountable for achieving personal and team results
Do
Primarily responsible for answering inbound calls from employees, employers, and/or Financial Advisors (FAs) of companies that have 401k services, providing solutions and processing requests generated from these calls
Responsible for the accurate and timely completion of day-to-day tasks associated with 401k plan operation
Performs compliance and regulatory testing associated with 401(k) clients (if applicable)
Completes federal and state filings for 401(k) clients (if applicable)
Regularly supports the phone queues and applies knowledge to increasingly assist with tasks, projects and/or assignments outside of primary responsibilities
Proactive discovery and resolution of potential problems through effective communication with partners, clients, and external/internal customers
Documents details of customer contacts and actions taken
Develops and applies continuously growing product and process knowledge to effectively anticipate and meet customer service needs
Uses questioning and listening skills that support effective telephone communication and applies the elements of building positive rapport with different types of customers over the phone
Establishes and maintains a positive working relationship with clients, agencies and coworkers to promote retention and a quality service image.
Approaches every customer contact either by mail, email or telephone as a personal opportunity to: 1.) Demonstrate the value PAi brings to the relationship and 2.) Provide professional, personalized service to the customer that exceeds customer expectations
Continually identifies problems, including but not limited to procedural gaps and assists in resolving with the appropriate resource(s), such as a Coach, Process Owner, QA and/or others
Know
Required
High school diploma or equivalent
Minimum one year of customer service experience
Solid mathematical abilities
Excellent analytical, problem resolution skills and detail orientation
Preferred
Retirement Industry experience
Fluent in Spanish and English
Associates or Bachelor?s degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience
ADA requirements
Frequently required to sit; talk or hear, and use hands to finger, handle, or touch objects or controls
Regularly required to stand and walk
On occasion, may be required to stoop, bend or reach above the shoulders
Must occasionally lift up to 25 pounds
Vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
Disclaimer
The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.
IMPORTANT - TO APPLY: Please visit /careers rather than clicking the button below.
Job Type: Full-time
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