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Call Center Representative

Dresher, PA

Posted: 09/10/2018 Employment Type: Temporary Areas of Expertise: Call Center Job Number: 98757 Pay Rate: $16.50/hr

A temporary Call Center Representative position is open in Dresher, PA and is expected to start late October!

Our client company is one of the largest national retirement, health savings, and college savings services provider in America. With over 8 million customers and 35 years in the business, the company is thriving! They provide personalized solutions and pioneer their industry by integrating advanced technology—creating the best client experience they possibly can.

The Call Center Representative is responsible for providing outstanding service to 529 plan advisors, investors, and clients through the phone. This position offers $16.50 an hour!

Responsibilities of the Call Center Representative include:

  • Completing training and developing solid knowledge of systems.
  • Stay up-to-date on 529 and financial services industry knowledge in support of clients.
  • Meeting/exceeding department standards for productivity and quality.
  • Maintaining phone availability to callers for most of the day.
  • Providing excellent service to callers.
  • Processing financial and non-financial transactions accurately.
  • Logging and tracking calls/requests to communicate business trends in servicing clients.
  • Address opportunities to maintain and improve business relationships with clients.
  • Willing to participate in projects aimed at business development.
  • Protecting and securing all client data held by the company from unauthorized sources.
  • Working full-time hours (hours can rotate if preferred).

Perks of Working with Our Client Company:

Our client company takes care of their employees by offering those with permanent positions a comprehensive benefits package that includes:

  • Health and Dental insurance
  • Life and Disability insurance
  • Mental health care
  • 401K plan
  • Performance bonus
  • Maternity and Paternity leave
  • Paid Time Off and Paid holidays
  • Tuition assistance
  • Opportunities for advancement
  • And more!


  • Bachelor’s Degree or equivalent work experience preferred
  • Minimum 1 year of experience in financial service, client or customer service in a professional work environment ideal
  • Series 6 or 7 license preferred
  • Friendly, self-motivated, and works well independently
  • Flexible and adaptable to changing business needs (working overtime occasionally)
  • Excellent organizational and communication skills with a strong attention to detail

Stephanie Cormier
Staffing Specialist

Stephanie places top talent in the accounting/finance, human resources, and office/call center areas. She has experience recruiting nationwide and assisting job seekers in their next career.
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