Finance Customer Service Specialists


Call Center and Customer Service

Advert ID



Lake Worth,Boca Raton,Delray Beach,Greenacres,West Palm Beach

Job Type




Salary Range

15.0 - 15.0 HOURLY

No. of Openings


Branch Information

West Palm Beach, FL - (USA) 4561 Okeechobee Boulevard Suite 2 FL West Palm Beach , FL - 33417 Phone : 561-688-9330



Job Description

We're hiring experienced, and enthusiastic Finance Customer Service Specialists in Boca Raton.

The Finance Customer Service Specialists primary job duties consist of assisting participants, employers and payroll providers in the administration of 401(k) Plans. This includes client communication via phone and email to assist participants with enrolling into the 401k Plan, processing distributions from the 401k Plan, and answering compliance questions for the administration of the Plan.

Qualifications and Skills
• Previous experience in a customer support role (at least 1 year).
• Strong phone and verbal communication skills along with active listening.
• Customer focus and adaptability to different personality types.
• Ability to multi-task, set priorities and manage time effectively.
• Ability to toggle between different applications, software, and screens.
• Experience and knowledge of Microsoft Office Software.
• Bilingual - English/Spanish is highly preferred!

• High school diploma
• Bachelor's degree in finance or accounting
• Recent graduates are welcome to apply.

Paid training will be provided.

***Offers are contingent on a Background Check***