What are the responsibilities and job description for the 34373 (Non-IT) Customer Service - Financial Services Representative position at Pyramid Consulting, Inc?
This position is responsible for providing exposure to both Sales and Service for Client Deferred Compensation Plan.
Successful candidates should possess:
Associates Degree, Bachelors Degree preferred
Strong problem-solving skills
Time Management skills
Basic typing and computer skills
Background in customer service, preferred
Strong interpersonal and written communications
The ability to work within a team and independently.
High attention to detail.
The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assign to the job to perform a somewhat different combination of duties.
1. Receives and responds to incoming customer/agent/employer inquiries.
2. Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication.
3. Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
4. Resolves routine errors requiring corrective processing.
5. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor.
6. Reviews, research, and interprets records and reports to accurately make decisions.
7. Decision making skill necessary for customer contacts.
8. Ability to identify and evaluate problems and analyze customer inquiries and determines appropriate action.
9. Performs other duties as requested.
7.75hrs/day : 38.75hrs/weekJ2W:CB3
Successful candidates should possess:
Associates Degree, Bachelors Degree preferred
Strong problem-solving skills
Time Management skills
Basic typing and computer skills
Background in customer service, preferred
Strong interpersonal and written communications
The ability to work within a team and independently.
High attention to detail.
The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assign to the job to perform a somewhat different combination of duties.
1. Receives and responds to incoming customer/agent/employer inquiries.
2. Communicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication.
3. Maintains current knowledge of contract and product provisions and administration of the Plan, and the processing systems related.
4. Resolves routine errors requiring corrective processing.
5. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor.
6. Reviews, research, and interprets records and reports to accurately make decisions.
7. Decision making skill necessary for customer contacts.
8. Ability to identify and evaluate problems and analyze customer inquiries and determines appropriate action.
9. Performs other duties as requested.
7.75hrs/day : 38.75hrs/weekJ2W:CB3