Experienced Customer Care Specialist II – Delivering Exceptional Service in 401(k) Administration

At blithequark, we are committed to providing unparalleled customer experiences that exceed expectations. As a Customer Care Specialist II, you will be the face of our company, serving as the front line support for employees, employers, and Financial Advisors (FAs) of companies that have 401(k) services. Your primary goal will be to create value with every customer contact, fostering a positive and lasting impression that promotes retention and a quality service image.

About blithequark

blithequark is a leading provider of innovative solutions in the 401(k) administration industry. Our team is dedicated to delivering exceptional service, ensuring that our clients' needs are met with precision and care. We are passionate about creating a work environment that is collaborative, dynamic, and supportive, where our employees can grow and thrive.

Key Responsibilities

As a Customer Care Specialist II, you will be responsible for:

• Answering inbound calls from employees, employers, and/or FAs, providing solutions and processing requests generated from these calls
• Accurately and timely completing day-to-day tasks associated with 401(k) plan operation
• Documenting details of customer contacts and actions taken
• Proactively discovering and resolving potential problems through clear, confident, and effective communication with partners, clients, employers, agencies, and external/internal customers
• Developing and applying continuously growing product and process knowledge to effectively anticipate and meet customer service needs
• Continually identifying problems, including but not limited to procedural gaps, and assisting in resolving with the appropriate resource(s), such as a Leader, Quality Assurance, and/or others

Competencies

To succeed in this role, you will need to possess the following competencies:

• Team Success: You will be working collaboratively with a cross-functional team to achieve common goals and objectives.
• Customer/Client Focus: You will be the face of our company, providing exceptional service to our customers and ensuring that their needs are met with precision and care.
• Personal Credibility: You will be responsible for maintaining a positive and professional image, both internally and externally.
• Applied Learning: You will be continuously learning and growing, developing new skills and knowledge to effectively anticipate and meet customer service needs.

Job Requirements

To be successful in this role, you will need to:

• Regularly attend and be punctual for work
• Be able to work autonomously or as part of a team
• Be able to work in a fast-paced, change-driven environment
• Adhere to all company policies and procedures

Minimum Qualifications

To be considered for this role, you will need to possess the following minimum qualifications:

• High school diploma or equivalent
• 401(k) industry knowledge and experience
• Completion of Employer training (8-week internal course)
• Solid mathematical abilities and computer skills, including experience with Microsoft Office Outlook, Excel, and Word
• Excellent communication, analytical, problem resolution skills, and detail orientation

Preferred Qualifications

While not required, the following qualifications are preferred:

• Associates or Bachelor's degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience
• Fluent in English and Spanish
• Experience in a call center environment
• Retirement industry experience

Work Environment and Company Culture

blithequark is committed to creating a work environment that is collaborative, dynamic, and supportive. Our team is passionate about delivering exceptional service and ensuring that our clients' needs are met with precision and care. We offer a range of benefits and perks, including:

• Competitive salary and benefits package
• Opportunities for career growth and development
• Collaborative and dynamic work environment
• Recognition and rewards for outstanding performance
• Access to ongoing training and development opportunities

Compensation, Perks, and Benefits

We offer a competitive salary and benefits package, including:

• Competitive base salary
• Bonus structure based on performance
• Comprehensive health insurance
• Retirement plan with company match
• Paid time off and holidays
• Access to ongoing training and development opportunities

How to Apply

If you are 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 our website, including your resume and a cover letter outlining your qualifications and experience.

Important Note

Be aware of employment fraud. All email communications from blithequark or its hiring managers originate from @blithequark.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website. Apply for this job