TM
Customer Service Representative
Tailored Management
- 🇺🇸 United States
- On-site
- Mid level
- 8 months ago
- Microsoft Outlook
- PowerPoint
- Pension
8 months ago
Not enough detail in this posting to match
Location:9000 SOUTHSIDE BLVD BLDG 400 Jacksonville, FL 32256
Start Date: 2/2/2026 (Pending successful onboarding)
Pay Rate: $21.00/hour (Paid weekly)
Contract Duration: 12-month initial contract
Possibility of extension or full-time conversion based on performance, attendance, and business needs
Benefits: Health, Vision, and Dental.
Position Summary:
We are seeking an experienced Customer Service Representative (Level III) to support participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. The role involves guiding participants through account management, executing financial transactions, and ensuring accuracy in processing.
This is an on-site position during training, with work conducted in a virtual setting from the office location.
Schedule:
- Training: Monday to Friday: 9:00 AM – 5:30 PM EST
- Post-training, TBD but should be 8.5 hours between 9AM and 10PM EST
Before applying, please be aware of the following requirements and expectations:
- Cell Phones: Usage restricted to designated areas and times (to be discussed by the manager).
- Dress Code: Professional business casual is mandatory — including for interviews.
- Attendance: Reliable attendance is essential. Proper procedures must be followed for absences (call-out line, notifying supervisors and vendors).
- Punctuality: A maximum of 16 hours of time off is allowed within the first 90 days. It is strongly recommended not to schedule any time off during training.
- On-Site Training: Candidates must work onsite during training and should not bring personal items such as blankets to the workplace.
Required Skills & Qualifications:
- Minimum of 2 years of customer service experience in a fast-paced environment.
- Strong computer skills, including proficiency with Microsoft Outlook, Word, and PowerPoint.
- Ability to multitask across multiple systems while maintaining client engagement and accuracy in documentation.
- Excellent written and verbal communication skills, with a focus on professionalism and clarity.
- Strong problem-solving and conflict-resolution skills, with the ability to remain calm and respectful under pressure.
- Receptive to coaching, feedback, and ongoing skill development.
- Ability to handle sensitive and confidential information responsibly.
- Highly motivated, self-driven, and adaptable to change.
Customer Service Representative · Tailored Management