Experienced Virtual Customer Service Associate II - Retirement Plans at blithequark

Join blithequark's Dynamic Team as a Virtual Customer Service Associate II - Retirement Plans

At blithequark, we're dedicated to delivering world-class customer service to our financial customers. We're seeking a highly skilled and motivated Virtual Customer Service Associate II to join our team, specializing in Retirement Plans. As a key member of our customer service team, you will be the face of blithequark, providing exceptional service and building strong relationships with our clients.

About the Role

As a Virtual Customer Service Associate II at blithequark, you will be responsible for connecting people with solutions that help them achieve their financial goals through consultative conversations via phone. You will take ownership of customer requests, navigating through the nuances of their situations, and actively listen to understand their underlying needs. Our ideal candidate is someone who is passionate about delivering exceptional customer service, has excellent problem-solving skills, and is proficient in navigating multiple channels to resolve customer inquiries.

Key Responsibilities

• Connect with customers via phone to understand their financial needs and provide personalized solutions.
• Take ownership of customer requests, navigating through complex situations to resolve issues efficiently.
• Actively listen to customers to understand their underlying needs and provide tailored solutions.
• Understand the suite of products and services available across multiple channels (digital, face-to-face, high net worth, etc.) and position appropriate solutions based on customer needs.
• Utilize excellent problem-solving skills to resolve customer complaints and concerns in a timely and professional manner.
• Maintain a high level of product knowledge and stay up-to-date on industry trends and developments.

Essential Qualifications

To be successful in this role, you will need:

• A minimum of a High School Diploma or GED; a college degree is preferred.
• Previous customer service experience, preferably in a financial services or related industry.
• Excellent communication and interpersonal skills, with the ability to build rapport with customers via phone.
• Strong problem-solving skills, with the ability to navigate complex customer situations.
• Proficiency in navigating multiple channels and systems to resolve customer inquiries.

Preferred Qualifications

While not essential, the following qualifications are highly desirable:

• Spanish bilingual skills.
• The ability to tenaciously solve problems with tact, efficiency, and follow-through to identify opportunities to improve operational processes and procedures.
• The ability to exercise scrutiny when confronted with conflicting information.
• A desire to explore a broad array of opportunities across blithequark's organization, following the tenure requirements of your role.

What We Offer

At blithequark, we're committed to providing our employees with an exciting career opportunity and competitive compensation. As a Virtual Customer Service Associate II, you can expect:

• A competitive salary ($20/hour) and benefits package that supports your family and future.
• Ample development resources to help advance your skills and career.
• Opportunities to face the biggest challenges in financial services and technology.
• The time to give back to local charities in your community.
• A collegial environment where collaboration, flexibility, and respect are top of mind.

Training and Schedule

Our comprehensive training program will equip you with the skills and knowledge needed to succeed in this role. The class start date is November 4th, 2024, and the training schedule will vary. You must be flexible to work the assigned shift based on business needs, with hours ranging from 9am-6pm EST.

Work Environment

This is a hybrid role for those who are local to our Jacksonville, Florida office site. You will be required to work on-site during your scheduled shift. We offer a dynamic and supportive work environment that fosters collaboration, innovation, and growth.

Career Growth Opportunities

At blithequark, we're committed to helping our employees grow and develop their careers. As a Virtual Customer Service Associate II, you will have opportunities to:

• Advance your skills and knowledge through training and development programs.
• Take on new challenges and responsibilities as you grow in your role.
• Explore a broad array of opportunities across blithequark's organization.

Our Culture

At blithequark, we pride ourselves on our collegial and inclusive culture. We value:

• Collaboration: We work together as a team to achieve our goals.
• Flexibility: We offer flexible work arrangements to support our employees' work-life balance.
• Respect: We treat each other with respect and dignity, fostering a positive and inclusive work environment.

Compensation and Benefits

We offer a competitive compensation package that includes a salary range of $15.40 - $27.45 per hour, depending on your location and experience. Our benefits package includes:

• Medical, dental, and vision insurance.
• Retirement savings plan.
• Paid time off and holidays.
• Opportunities for career advancement and professional growth.

Conclusion

If you're a motivated and customer-focused individual looking for a challenging and rewarding role, we encourage you to apply to join blithequark's team as a Virtual Customer Service Associate II - Retirement Plans. With our comprehensive training program, competitive compensation package, and opportunities for career growth, you'll be well-equipped to succeed in this role and make a meaningful contribution to our organization.