Job Description

Customer Service Representative

Location: 2505 W Chandler Blvd., Chandler, AZ 85224

Start Date: 2/2/2026

Pay Rate: $21.00/hour (Paid weekly)

Contract Duration: 12-month initial contract Possibility of extension or full-time conversion based on performance, attendance, and business needs

Benefits: Health, Vision, and Dental.

Position Summary

We are seeking an experienced Customer Service Representative (Level III) to support participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. The role involves guiding participants through account management, executing financial transactions, and ensuring accuracy in processing. This is an on-site position during training, with work conducted in a virtual setting from the office location.

Schedule

• Training: Monday to Friday: 9:00 AM 5:30 PM EST
• Post-training, TBD but should be 8.5 hours between 9AM and 10PM EST

Candidate Expectations

Before applying, please be aware of the following requirements and expectations:

• Cell Phones: Usage restricted to designated areas and times (to be discussed by the manager).
• Dress Code: Professional business casual is mandatory including for interviews.
• Attendance: Reliable attendance is essential. Proper procedures must be followed for absences (call-out line, notifying supervisors and vendors).
• Punctuality: A maximum of 16 hours of time off is allowed within the first 90 days. It is strongly recommended not to schedule any time off during training.
• On-Site Training: Candidates must work onsite during training and should not bring personal items such as blankets to the workplace.

Required Skills & Qualifications

• Minimum of 2 years of customer service experience in a fast-paced environment.
• Strong computer skills, including proficiency with Microsoft Outlook, Word, and PowerPoint.
• Ability to multitask across multiple systems while maintaining client engagement and accuracy in documentation.
• Excellent written and verbal communication skills, with a focus on professionalism and clarity.
• Strong problem-solving and conflict-resolution skills, with the ability to remain calm and respectful under pressure.
• Receptive to coaching, feedback, and ongoing skill development.
• Ability to handle sensitive and confidential information responsibly.
• Highly motivated, self-driven, and adaptable to change.

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