Experienced Full Stack Customer Service Representative – Support Specialist for Retirement and Wealth Management Solutions

Join the Team at blithequark: Empowering Individuals and Businesses to Thrive

Are you passionate about helping people achieve their financial goals and secure their retirement? Do you enjoy working in a fast-paced, collaborative environment where no two days are the same? Look no further than blithequark, a leading provider of health, wealth, retirement, and benefits solutions. We're on a mission to strengthen and simplify the health and wealth journey for our clients, and we're seeking a talented Customer Service Representative – Support Specialist to join our team.

About blithequark

At blithequark, we believe in putting our clients at the forefront of everything we do. With over 7 million clients and $62 billion in assets under management, we're dedicated to helping individuals and businesses thrive today, tomorrow, and into retirement. Our team of forward-thinking professionals is driven by a relentless pursuit of better outcomes for all, and we're committed to delivering exceptional customer experiences every step of the way.

Job Summary

As a Customer Service Representative – Support Specialist at blithequark, you'll play a critical role in supporting our clients and providing top-notch service. You'll work closely with our customers to provide valuable insights, education, and direction on our online support tools, and you'll be responsible for resolving issues efficiently and effectively. If you're a motivated, customer-focused professional with a passion for helping others, we want to hear from you!

Key Responsibilities

• Handle all incoming and outgoing customer phone calls, emails, voicemails, and chat inquiries in a timely and professional manner.
• Provide high-quality, customer-focused answers by educating customers on account opening, distribution, investment processes, IRAs, and IRS codes.
• Troubleshoot inquiries for Web and Online issues, including consulting with customers to support easy navigation of our online tools.
• Resolve issues without management intervention to remove barriers for our members.
• Protect sensitive customer information with discretion and maintain confidentiality.
• Prioritize effectively to meet member service goals and deadlines.
• Maintain a professional approach to client service, consistent with blithequark protocol and service levels.
• Perform other duties as assigned to support the team and achieve business objectives.

Requirements and Qualifications

Essential Qualifications:

• High school diploma, GED, or college degree.
• 1-3 years of experience in customer service, preferably in a call center environment.
• Computer knowledge and skills, with the ability to learn new systems quickly.
• Ability to learn, memorize, and retain information.
• Proficiency in Microsoft Excel, Word, and Outlook.
• An aptitude for prioritization and multi-tasking.
• Problem-solving and analytical skills.
• Attention to detail and accuracy.

Preferred Qualifications:

• Bilingual language skills.
• Prior experience with investment vehicles, savings, and retirement tools.
• Knowledge of Salesforce CRM and Trust Accounting System.

What We Offer

Career Growth Opportunities:

At blithequark, we're committed to helping our team members grow and develop their skills. We offer a range of training and development programs to support your career aspirations, including mentorship opportunities, leadership development, and education assistance.

Learning Benefits:

We believe in empowering our team members with the knowledge and skills they need to succeed. We offer ongoing training and development programs, including workshops, webinars, and online courses, to help you stay up-to-date on industry trends and best practices.

Work Environment and Culture:

Our work environment is collaborative, dynamic, and fun. We value diversity and inclusion, and we're committed to creating a workplace culture that's welcoming and inclusive for all team members. We offer flexible work arrangements, including remote work options, to support your work-life balance.

Compensation and Benefits:

We offer a competitive compensation package, including a range of benefits to support your health, wealth, and retirement goals. Our benefits include health insurance, retirement savings plans, and paid time off, among others.

How to Apply

If you're excited about the opportunity to join our team at blithequark, please submit your application today. We can't wait to hear from you and explore how you can contribute to our mission to strengthen and simplify the health and wealth journey for our clients.

Schedule and Shift:

Our Customer Service Representatives – Support Specialists work a variety of shifts, including:

• Monday to Friday from 8 a.m. CT to 4:30 p.m. CT (Pacific Time: 6 a.m. to 2:30 p.m., Mountain Time: 7 a.m. to 3:30 p.m., Eastern Time: 9 a.m. to 5:30 p.m.).
• Monday to Friday from 10:30 a.m. CT to 7 p.m. CT (Pacific Time: 8:30 a.m. to 5 p.m., Mountain Time: 9:30 a.m. to 6 p.m., Eastern Time: 11:30 a.m. to 8 p.m.).

Remote status and role locations are subject to change, and relocation is not provided.

Why Join blithequark?

At blithequark, we're passionate about helping individuals and businesses thrive. We offer a dynamic work environment, competitive compensation and benefits, and opportunities for career growth and development. If you're looking for a challenging and rewarding role that aligns with your values and goals, we encourage you to apply today.

Awards and Recognition:

blithequark has been recognized for our remarkable growth and outstanding workplace culture, including:

• Crain's Fast 50.
• Inc. 5000.
• Built In's 2023 Best Places to Work.
• Gallagher's 2022 Best-In-Class Employer awards.

We look forward to welcoming you to our team at blithequark!

Apply Now