- Handling participant inquiries about their 401K funds, such as options, amounts, rollovers, and claims.
- Being active on the phone queues throughout the day and responding to emails and cases.
- Initiating case tickets in Salesforce for reissuing checks, updating addresses, or other issues that require follow-up.
- Escalating complex or difficult situations to leads, supervisors, or managers as needed.
- A high school diploma or equivalent.
- A minimum of one year of customer service experience, preferably in the banking or financial industry.
- Bilingual skills in Spanish and English.
- Proficiency in Microsoft Office and Salesforce or similar CRM systems.
- A positive attitude, a strong work ethic, and a willingness to learn and grow.
- Monday-Friday
- 40 hours per week
- 7:00am-4:00pm, or 8:00am-5:00pm
- Onsite
- La Mesa, CA 91942
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Customer Experience Specialist - La Mesa, United States - LHH Recruitment Solutions
Description
Job Description
Job DescriptionDo you have excellent customer service skills and a passion for helping people? Are you looking for a career opportunity in the financial services industry?LHH Recruitment Solutions is partnered with a financial distribution services company in San Diego and they are seeking a dedicated Customer Experience Specialist to join the team As the Customer Experience Specialist, you will be instrumental in defining and enhancing the customer journey. Your expertise will help create memorable experiences that foster loyalty and satisfaction.
Responsibilities:
To be successful in this role, you will need:
Work schedule:
Work location:
Pay Details: $21.00 to $22.00 per hour
Search managed by: Nicolette Suskauer
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
