At careerzynith, we're on a mission to strengthen and simplify the health and wealth journey for individuals and businesses alike. As a leading provider of health, wealth, retirement, and benefits solutions, we're committed to delivering exceptional results with an unwavering commitment to integrity. We're now seeking a highly skilled and customer-focused Full Stack Customer Service Representative / Call Center Agent to join our dynamic team!

About careerzynith

careerzynith is a people-centric organization that thrives on building strong relationships with our clients, partners, and team members. We're passionate about driving results and delivering our mission with a relentless pursuit of better outcomes for all. With over 7 million clients and $62 billion in assets, we're proud to be a trusted partner for thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners.

Our Culture

We're a community of forward-thinking individuals who value diversity, collaboration, and career development. Our workplace culture is built on a foundation of integrity, respect, and open communication. We're committed to creating a work environment that's fun, engaging, and supportive, where you can grow and thrive as a professional.

Job Summary & Responsibilities

As a Full Stack Customer Service Representative / Call Center Agent, you'll play a critical role in delivering exceptional customer service to our clients, plan sponsors, recordkeepers, and third-party administrators. You'll be responsible for handling high call volumes, responding to email, voicemail, and chat inquiries, and providing educated answers to client questions about account activity, investments, and IRA/IRS rules and regulations.

Key Responsibilities:

* Handle a high volume of incoming and outgoing client phone calls

• Respond to email, voicemail, and chat inquiries from clients
• Understand and articulate the account opening, distributions, and investment process to clients
• Assist clients in ensuring that all required forms are fully completed
• Handle troubleshooting inquiries related to Web and Online issues
• Provide educated answers regarding IRA's, and IRS Codes
• Maintain a professional approach to client service, consistent with protocol and service levels
• Other duties as assigned

Essential Qualifications:

* 1-3 years of experience in a customer-facing role, preferably in a call center or customer service environment

• Strong written, keyboarding, and verbal communication skills
• Ability to apply relationship-building skills to internal and external clients
• Proficient in Microsoft suite of products
• Strong problem-solving skills and ability to multi-task
• Detail-oriented, organized, and dependable
• Ability to maintain the highest quality of service and professionalism
• Positive attitude and ability to perform well in a collaborative team environment

Preferred Qualifications:

* Working knowledge of Salesforce/Service Cloud

• Working knowledge of trust accounting systems, including some familiarity with investments
• IRA/IRS rules and regulations knowledge and experience
• Bilingual language skills

Compensation & Benefits

* Competitive hourly rate of $18.50 (non-negotiable)

• Industry-leading benefits, including healthcare, 401K savings plan, company holidays, paid time off, parental leave, and an employee assistance program
• Opportunity for incentive and bonus opportunities based on performance

Training & Onboarding

* Training class start date: August 11, 2025 (subject to change due to business needs)

• Mandatory attendance during the training period (approximately 3 months/90 days)
• Training schedule: 8 a.m. ET to 4:30 p.m. CT (subject to change due to business needs)
• Regular schedule: 10:30 a.m. ET to 7 p.m. CT (subject to change due to business needs)

Internet Speed Requirements

* Upload Speed: >20 Mbps

• Download Speed: >100 Mbps
• Must be able to hardwire an ethernet cable to the internet modem/router

Work Environment

* Quiet, distraction-free work environment without any conflicting responsibilities during the scheduled shift

• Ability to work from home with a reliable internet connection

How to Apply

If you're a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity! Please submit your application through the link below. Apply Job! Apply to this Job We're excited to hear from you and look forward to reviewing your application! Apply for this job