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Customer Service Representative

  • Location: South Jordan
  • Job Type:Contract

Posted 24 days ago

  • Expiry Date: 07 October 2022
  • Referral:

Job Description:

Note :This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of the engagement and provide proof of such vaccinations within 3 days of commencement of services.*

Job Duties and Responsibilities:

  • Handle incoming phone calls from financial advisors and branch employees related to the Retirement products offered by the firm.

  • Establish and maintain effective relationships in order to deliver world class service to our clients.

  •  Provide guidance to branches regarding all IRA inquiries with respect to IRA processes and procedures as well as IRS rules and regulations.

  •  Meet team and department Service Level goals as established by the MSSN.

  • Assist in special projects periodically throughout the year.

  • Utilize various internal and external resources and tools to provide information and resolve issues.

  • Follow established procedures to process written requests, route processing requests to the appropriate processing teams, and to escalate processing inquiries when needed.

Qualifications & skills required:

  • Basic IRA knowledge or 3 years of relevant work experience.

  • Quick learner; strong analytical and problem solving skills.

  • Customer service background.

  • Detail oriented.

  • Excellent written and verbal communication skills? Ability to attend to many tasks with frequently changing priorities.

  • Proficiency in Microsoft Office, Excel, Visual Basic, Access, SQL, and macro creation preferred.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities.

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.