Account Representative I

Job summary
This is a fully and permanently remote work from home opportunity with a growing and stable companyAvailable in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage for this position is $21/hr or $43,680 annually
Job seniority: entry level
Responsibilities
• Take inbound client calls and assist with resolving 401(k) plan related issues• Review submitted documents and update the system• Collaborate with team members to complete client requests and documents• Manage a queue of cases and respond within a defined time frame• Advise clients of internal processes and navigate multiple systems• Obtain and analyze client documents for accuracy
Requirements
• Must be 18 years of age• Associate's or bachelor's degree in a related field preferred• Basic knowledge of 401(k) plans, ROBS, and IRS/DOL regulations preferred• Excellent verbal and written communication skills• Able to adapt easily to process and organizational changes• Ability to have difficult conversations with clients while maintaining professionalism• Meticulous attention to detail and proactive approach to problem solving• Skills in customer service, organization, and collaboration• Ability to work overtime and limited PTO during set deadline periods• Ability to work in a self-directed, autonomous environment• Ability to create an inclusive workplace where everyone feels a sense of belonging• Must pass a background check• Must meet work from home requirements (home office and high-speed internet)
Key Skills Needed
• Customer service• Organization• Collaboration
Benefits
• Work with a team of smart, creative, fun and highly motivated people• Continued learning with ongoing training and career pathing• Comprehensive health coverage, competitive salary, and 401k match• Paid parental leave, 3 weeks of PTO, and 11 Paid Holidays• Flexible work arrangements with company-provided equipment• Participate in company cultural events and connect with senior leaders• Part of an inclusive work environment with a voice to speak up, be heard, and supported