Customer Service Representative II

Since 1957, the firm has administered 401(k) and profit-sharing plans for employers in Kentucky. Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. Still family owned, 69 years on.

Position summary:

MR Wealth Management is hiring for its Orders team in Richmond. Full-time and part-time shifts available. Remote position. Most of the team is in Louisville, but nobody is required to come in.

Key responsibilities:

• Update customer records accurately.
• Transfer calls to the right department with a warm handoff.
• Notice repeat problems and report them to your team lead.
• Explain bills and payment options and take payments over the phone.
• Answer inbound calls, live chats and emails from a queue.

Qualifications:

• 7+ years of customer service, retail, hospitality or call center experience.
• Reliable attendance. Schedule adherence is tracked.
• High school diploma or GED.
• Able to sit at a workstation and wear a headset for a full shift.
• Comfortable using multiple screens and systems at the same time.
• Must pass a background check.

Pay: $46,000 - $61,000 a year

Why work with us:

• Health insurance.
• 401(k) with company match.
• Paid time off.
• Overtime available.
• Home office stipend.
• Employee assistance program.
• Uniforms provided.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at MR Wealth Management.