Retirement Plan Services Representative

Capital Partners Mortgage LLC

San Antonio, US
Base: $43,153-$69,045; bonus/equity: individual an...
On-site
High-volume inbound phone calls
Customer service experience
Tech-savvy problem solver
You’ll take high-volume inbound phone calls providing customer service to retirement plan clients

Job Summary

  • You’ll take high-volume inbound phone calls providing customer service to retirement plan clients.
  • You’ll receive a competitive salary, bonuses and benefits.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Matching Summary

You’ll take high-volume inbound phone calls providing customer service to retirement plan clients.

Salary

Base: $43,153-$69,045; Bonus/Equity: individual annual performance bonus, Capital’s annual profitability bonus; Benefits: company-funded retirement contribution (15% of eligible earnings), generous time-away and health benefits from day one, 2-for-1 matching gifts for charitable contributions, annual grants for organizations

Skills & Requirements

Must-have

  • high-volume inbound phone calls
  • customer service experience
  • tech-savvy problem solver
  • working across multiple systems

Nice-to-have

  • bringing your best authentic self
  • celebrate differences
  • patience, empathy, and composure

Key Requirements

  • Customer service experience in any industry
  • Open to working overtime hours

Work Rights

Not specified

Tailored Resume

Cover Letter