eClerx · 6 hours ago
401k Customer Service Agent
235 N McPherson Church Road, Fayetteville, North Carolina, 28303, US
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $45K/yreClerx is a leading provider of productized services, and they are seeking a 401k Customer Service Agent to assist customers with their retirement account consolidation. The role involves guiding customers through the 401k rollover process and advocating for customer feedback to improve services.
AccountingAnalyticsContentDigital MarketingFinancial Services
Responsibilities
Guide customers through the 401k rollover experience and answer their questions through chat, e-mails, and phone calls
Become an expert on 401ks, rollovers, and IRAs
Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
Contribute to our internal knowledge-base and external FAQs based on customer questions/comments
Synthesize customer feedback and share with other team-members
Qualification
Required
Experience in a customer service or client-facing role
Strong interest in helping people achieve their financial goals
Familiarity with customer service best practices and tools
Ability to work flexible hours if necessary to solve customers' problems
Preferred
Financial or banking experience
Military veterans
Benefits
Competitive salary and performance bonuses
Flexible working hours
Career growth opportunities and ongoing training
Inclusive, supportive company culture
Company
eClerx
eClerx offers digital marketing, creative and content production, market intelligence, financial support, and accounting services.
Founded in 2000
10001+ employees
H1B Sponsorship
eClerx has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (10)
2022 (10)
2021 (9)
2020 (17)
Funding
Current Stage
Public CompanyTotal Funding
$436.53MKey Investors
Peak XV Partners
2010-03-10Post Ipo Equity· $6.53M
2009-08-14Post Ipo Secondary· $430M
2007-12-31IPO
Leadership Team
Kapil Jain
MD & CEO
Anjan Malik
Co-founder and Director
Recent News
Business Standard India
2025-12-17
Company data provided by crunchbase