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Customer Service Representative

Prodware Solutions
Hartford, CTvia LinkedIn
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Customer Service SpecialistLocation: 20 Church Street, 16th Floor, Hartford, CT 06103 - onsiteDuration: 2+ years contractStart Date: 3rd week of June 20263-4 weeks onsite training program. - paidNo leaves while on training.Shift: Monday through Friday general shifts - hours vary - 8AM EST - 5 PM EST / 10AM EST - 7PM EST 2 rounds of interview - 1 Virtual and 1 F2F.Interviews will start on 2nd week of May 20206 This will be a high call volume call center background work. Client Note:Strong experience / knowledge with IRA, 529 plans, Retirement Account / Insurance / Banking / Financial services experience. This role includes benefits mentioned below: Benefits Details:Annual bonus: up to 8% of base pay paid out on a quarterly basisAnnual PTO: 15 vacation days, 10 sick days, 2 floating holidays and 8 company holidays, volunteer time-offOther PTO: Jury duty, bereavement leave, military leave etc. as applicable per State regulations.Benefits: Elected benefits such Medical (along with subsidized gym memberships), dental, vision insurance, Legal, identify theft, critical illness, pet insurance offered at competitive premiums. Basic life Insurance, Short Term and Long term disability and employee assistance program including mental health support, online yoga access at NO COST to the employee.401k match: up to 3% annually. Responsibilities:Respond to customer via phone, email and text with there inquires based on IRA, 529 plans and Retirement Account /Insurance/Financial Products.Experience including account transfers, shareholder transactions, and account maintenance is preferredDeliver first class inbound customer service in every single contact as part of our Fund Services operations.Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally.Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to customer inquiries and issues.St
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