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Customer Service Representative

  • Location: San Diego, 92111
  • Salary: 19.0
  • Job Type:Contract

Posted about 1 month ago

Long-Term Contract Opportunity with a FULL suite of benefits!
Come work for this award-winning retirement and global asset management leader, helping people and businesses navigate a wide range of financial products and services, including retirement, investment services and insurance.

Position: Customer Service Representative
Location: On-site in San Diego, CA
Term: 12 months

Day-to-Day Responsibilities:
This is the primary Call Center, so there’s approx. 50 inbound calls that would need to be handled and approx. 20 outbound per day. All require some type of administrative work, which needs to be handled within one business day. The calls are to service our clients, grow and retain our existing provider network.

Strong communication, customer service, organizational and telephone skills required. Must be: self-motivated, able to work in a team environment, able to multi-task, detail oriented and able to maintain strict confidentiality guidelines. Requires basic computer skills and must have strong knowledge of business unit products, processes and systems. Must be able to wear a telephone headset and sit for extended periods. May be required to work non-traditional hours to meet customer needs. Upon entry into position, must become an associated person of our client, which requires fingerprinting and a full background check. Series 6 registration preferred within 6 months. Bilingual skills are preferred. Must be able to type 35 wpm. High school diploma or equivalent and 2-4 years of related work experience required. For these positions, you will be required to comply with a Code of Ethics which covers a number of obligations related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Is this a good fit? (Requirements):
  • Must have excellent organizational, time management and problem solving skills with the ability to multi task and prioritize workload
  • Must have good oral and written communication skills, as well as patience to properly support our clients professionally.
  • Proficiency in Microsoft Word, Excel, and Outlook, with the ability to learn and assimilate processes in other computer programs
  • Utilizing All the systems used within the existing role; SLX, Declare, Goldmine, Microsoft Programs

Nice to Have:
  • Experience in a Call Center preferred
  • Bilingual skills (English/Spanish)
  • Dental industry experience

About our client
Our client is a global financial company with 18,000 employees passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, it has helped more than 38 million customers plan, insure, invest, and retire, while working to support the communities where it does business, improve our planet, and build a diverse, inclusive workforce. Discover, grow, and thrive as part of a team that supports you

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options.  Please see for more information.

For direct hire placement with our clients, benefits would be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.