401k Customer Service Agent jobs in United States
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eClerx · 5 hours ago

401k Customer Service Agent

positionFayetteville, NC
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$40K/yr - $45K/yr

eClerx is a leading provider of productized services, and they are seeking a 401k Customer Service Agent to help customers navigate their retirement accounts. The role involves guiding customers through the 401k rollover experience and advocating for their needs to improve service offerings.

AccountingAnalyticsContentDigital MarketingFinancial Services
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H1B Sponsor Likelynote

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

Customer service experienceFinancialBanking experienceCustomer service toolsInterest in helping people

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 preferred
Military veterans preferred

Benefits

Competitive salary and performance bonuses
Flexible working hours
Career growth opportunities and ongoing training
Inclusive, supportive company culture

Company

eClerx

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eClerx offers digital marketing, creative and content production, market intelligence, financial support, and accounting services.
dateFounded in 2000
location
Mumbai, Maharashtra, IND
people-size10001+ employees
web-link
https://eclerx.com/

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 Company
Total Funding
$436.53M
Key Investors
Peak XV Partners
2010-03-10Post Ipo Equity· $6.53M
2009-08-14Post Ipo Secondary· $430M
2007-12-31IPO

Leadership Team

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Kapil Jain
MD & CEO
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Anjan Malik
Co-founder and Director
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Recent News

Business Standard India
eClerx Services shares rise 4% on increasing buyback price to ₹4,800
2025-12-17
Morningstar.com
eClerx Recognized as a Major Contender in Everest Group’s Intelligent Process Automation PEAK Matrix® 2025
2025-12-10
Business Wire
eClerx Reports Strong Q2 FY2025-26 Results; Delivers Robust Revenue and Profit Performance Through Focused Execution
2025-10-29
Company data provided by crunchbase