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Call Center Representative

Kansas City, MO

Posted: 09/27/2018 Employment Type: Direct Hire Areas of Expertise: Call Center Job Number: 98900 Pay Rate: $30K

Direct-Hire Call Center Representative positions are currently being recruited for in Kansas City, MO!

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 an annual salary of $30K!

Responsibilities of the Call Center Representative include:

  • Completing training and developing solid knowledge of systems.
  • Processing financial and non-financial transactions (New Account set-up, Fund Transfers and Exchanges, etc.) timely and accurately.
  • Staying up-to-date on 529 and financial services industry knowledge to support clients.
  • Meeting/exceeding department standards for productivity and quality.
  • Maintaining phone availability to callers for most of the day.
  • Providing excellent service to callers.
  • 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
  • Previous financial service industry experience
  • 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

Alyssa Mahoney

Alyssa has been in the staffing industry for 5 years. She 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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