Account Service Representative

Retirement Clearinghouse was voted one of the top places to work by Charlotte Magazine in 2024! When you join the team, you'll make a real difference and can learn, grow and make a positive impact every day. At Retirement Clearinghouse we are helping millions of Americans preserve their retirement savings. We use innovative technology and provide exceptional customer service to help participants make informed decisions about their retirement accounts without using high pressure sales pitches.

We are looking for experienced Account Services Representatives. The ideal candidate will:

• Have one year of call center/ customer service experience.
• Be able to respond to various telephone requests regarding account information, general rollover options/procedures, and required paperwork.
• Communicate effectively and positively with different personalities and skill levels via email and telephone.

Pay Rate: $19.50 per hour

Shift: 10a to 7p, Monday to Friday. Occasional overtime required.

QUALIFICATIONS

The ideal candidate will have:

• 1-2 years of customer service experience, preferably in a call center environment
• Knowledge of financial markets and retirement planning
• Superior verbal and written communication skills
• Ability to handle multiple calls and client issues
• Basic computer and data entry skills
• Bilingual-English/Spanish a plus
• College Degree preferred, HS Diploma or GED with solid work history will be considered.

Top benefits or perks:

As a team member at Retirement Clearinghouse, you’ll enjoy:

• A culture that fosters a positive work life balance.
• Hybrid work opportunities.
• Competitive hourly rate with Bonus potential.
• 18 days of Paid Time Off per year, 5 sick days per year, 3 Floating Holidays per year (actual time off is prorated the first year and is based upon date of hire)
• Paid holidays
• Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
• 401k eligibility and 100% vesting with employer matching on day 1 of employment.
• Professional Growth and Career Advancement Opportunities

Training is provided to all new hires to help you achieve your goals and ensure your success! Applicants will complete a minimum 3-week training program that will be onsite. Upon successful completion of the onsite training, candidates will be permitted to work remotely on the same terms and conditions as other employees in the position. Employees who wish to work onsite may do so in our state-of-the-art office!

Location: Retirement Clearinghouse is in the Ayrsley area located in Charlotte, NC, the second largest banking center in the United States.

Retirement Clearinghouse provides a competitive hourly rate and comprehensive benefits package, including medical, dental, vision, life insurance, short-term and long-term disability insurance, HSA and FSA plans, a Safe Harbor 401k plan with matching contributions, paid holidays sick time, and paid time off, and bonus potential.

Retirement Clearinghouse is an EEO employer and participates in the E-Verify program. Pre-employment background checks will be performed upon offer of employment.