Retirement Service Agent

About HUB Retirement & Private Wealth (RPW)

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Mission Statement

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

We are the perfect fit if you

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Are focused on learning and development to enhance your industry knowledge and expertise
• Believe in integrity and building success by developing relationships with others

Job Purpose

We are looking for a motivated individual to join our Retirement Customer Services Team! Your job would be to answer phone calls and emails from the employees of these school districts about their retirement plans. We are willing to train up the right individual. Passion for communication and customer service are a must. Eagerness to learn and attention to detail are keys in our quick paced, growing department. You will have the opportunity to help with a variety of accounts to best serve our clients. We encourage career development and opportunities are available upon satisfactory assessment.

We offer a flexible work schedule in a fun and welcoming environment. We pride ourselves on having opportunities for training, development, and promotion.

Duties and responsibilities

• Primarily phone customer service
• Time management of responsibilities
• Data entry
• Review & return voice mails
• Monitor department emails

Work experience

• Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn.

Education/Licensing

• High school diploma

Skills/Experience Required

• Ability to multi-task
• Ability to maintain confidential information
• Ability to work independently and under pressure
• Excellent interpersonal and communication skills
• Great attention to detail
• General knowledge of computer applications - Microsoft Word, Microsoft Excel, Gmail

Job Classification & Additional Information

• Full Time
• $25.00-$30.00 per hour based on experience
• Hybrid (3 days in office each week)
• 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746

Featured Benefits

• Medical insurance, HSA with Match, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave.
• 2 weeks of PTO, Sick Time, Personal Time, Floating Holidays, and 11 paid Holidays.
• Corporate Gold's Gym Discount
• Team Appreciation Day
• Company sponsored team sports
• Free drinks and snacks stocked in the break room

Working Conditions

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.

• Department Account Management & Service
• Required Experience: 1-2 years of relevant experience
• Required Travel: No Travel Required
• Required Education: Diploma