Experienced Full Stack Customer Service Representative – Financial Services Industry

Are you passionate about delivering exceptional customer service and building long-term relationships with clients? Do you thrive in a dynamic and fast-paced call center environment? If so, we invite you to at blithequark as a Customer Contact Center Representative. As a key member of our customer service team, you will play a vital role in providing outstanding service to our clients, resolving their inquiries, and helping them achieve their financial goals. About blithequark At blithequark, we are committed to helping individuals and communities achieve a better financial future. We believe that everyone deserves access to financial opportunities, and we are dedicated to providing innovative solutions to meet their needs. Our company culture is built on a strong foundation of values, including caring for our customers, doing the right thing, and having a winning spirit. We are proud to be recognized as a Great Place to Work, a World's Most Ethical Company, and a Best Place to Work for Disability Inclusion. About the Role As a Customer Contact Center Representative, you will be responsible for handling inbound customer calls, assessing their needs, and providing service resolution. You will work closely with our team to deliver an outstanding experience for our customers, providing financial advice and mentorship to help them achieve their retirement goals. You will also have the opportunity to learn about our products and services, including 401(k), 403(b), 457, and 401(a) plans. Key Responsibilities * Handle inbound customer calls across various product lines * Assess customer needs and provide service resolution * Track and gather information to resolve customer inquiries * Relies on standard work and pre-established guidelines to perform the functions of the job and to provide a basis for creative problem-solving * Works under immediate supervision, with a wide scope of knowledge required to handle call variety How We Help You Achieve Success * Up to eight weeks of paid training to prepare you for success in your job, including learning about retirement products and services * Monthly 1:1 coaching sessions with your manager and team lead, team huddles, and time at the start of your shift to prep for the day * Learning and development opportunities through continuous training and investments in you, including our Destination You career path program * A competitive base salary and monthly incentive program, with opportunities for career growth and advancement What We Offer * A comprehensive benefits package, including health, dental, vision, and life insurance, as well as a 401(k) savings plan with generous company matching contributions * Paid time off, including 20 days paid time off, nine paid company holidays, and a flexible Diversity Celebration Day * Paid volunteer time – 40 hours per calendar year * Tuition reimbursement up to $5,250/year * A hybrid schedule, with flexibility to work from home or in the office, depending on business needs Critical Skills * Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations * Critical Thinking: Thoughtful process of analyzing data and problem-solving to reach a well-reasoned solution * Team Mentality: Partnering effectively to drive our culture and execute on our common goals * Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions * Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage Equal Employment Opportunity blithequark is an equal-opportunity employer, committed to providing equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations blithequark is committed to the inclusion of all qualified individuals. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. If you are passionate about delivering exceptional customer service and building long-term relationships with clients, we invite you to apply for this exciting opportunity. Please visit our website at to learn more about our company culture and values, and to apply for this role.