401k/S125 Service Associate I - Join Robert Half in Phoenix, AZ

Are you passionate about delivering exceptional customer service in the financial services industry? Robert Half is seeking a dedicated 401k/S125 Service Associate I for a long-term contract position in Phoenix, Arizona. This role is perfect for detail-oriented professionals who excel in fast-paced environments and have a strong understanding of retirement plans and cafeteria benefits. As part of the S125 Client Service Center team, you'll play a crucial role in supporting participants, plan administrators, and clients with their 401k and Section 125 inquiries, claims, and complaints.

Robert Half is a global leader in professional staffing, connecting top talent with rewarding opportunities in finance, technology, and administrative fields. This position offers hands-on experience with industry-leading tools like Salesforce, while contributing to client satisfaction in the growing Phoenix job market. With Arizona's booming economy and focus on financial services, this is an ideal role for career advancement in customer support and benefits administration.

About the Role

The 401k/S125 Service Associate I position is a dynamic customer-facing role within Robert Half's esteemed client service operations. You'll handle inbound calls from active and terminated participants, as well as plan administrators, providing timely resolutions to complex inquiries. This long-term contract offers stability and the chance to build expertise in Section 125 products, which include flexible spending accounts, health savings accounts, and other cafeteria plan benefits. Working in Phoenix, AZ, you'll thrive in a collaborative team setting, utilizing cutting-edge CRM systems to ensure seamless service delivery. Ideal candidates are resilient communicators who prioritize accuracy and compliance in every interaction.

Key Responsibilities

Your day-to-day will involve a mix of high-volume call handling, client education, and administrative support. Key duties include:

• Responding promptly to inbound calls and resolving participant and administrator inquiries efficiently.
• Educating clients on S125 products, company policies, procedures, and relevant federal regulations like IRS guidelines for cafeteria plans.
• Escalating complex tasks and documentation to specialized teams for swift resolution.
• Maintaining precise records through data entry in Salesforce and other proprietary systems.
• Developing in-depth product knowledge to deliver confident, accurate support.
• Addressing complaints and processing claims while adhering strictly to compliance standards.
• Organizing and prioritizing workload to meet daily deadlines and SLAs.
• Collaborating with cross-functional teams to enhance overall service quality.
• Performing essential administrative functions such as document scanning, photocopying, and filing.

This role demands adaptability in a high-call-volume environment, where multitasking and quick thinking are key to success.

Required Qualifications

To excel as a 401k/S125 Service Associate I, you should bring:

• High school diploma or GED; associate's degree in business or finance preferred.
• 1-2 years of customer service experience, ideally in financial services, call centers, or benefits administration.
• Familiarity with 401k plans, Section 125 benefits, and related regulations.
• Proven ability to handle inbound calls with professionalism and empathy.
• Strong proficiency in Salesforce CRM, Microsoft Office, and data entry systems.
• Exceptional organizational skills for managing multiple priorities.
• Detail-oriented mindset with a commitment to accuracy and compliance.
• Excellent verbal communication for client education and conflict resolution.
• Team player attitude with a focus on collaborative problem-solving.

Phoenix-based candidates or those willing to relocate to Arizona will have a competitive edge in this thriving market.

Why Join Us at Robert Half?

Robert Half offers more than just a job—it's a launchpad for your career in financial services customer support. Enjoy competitive pay at $17/hour (approximately $35,360 annually based on full-time hours), comprehensive onboarding training, and exposure to Fortune 500-level operations. Our Phoenix office provides a modern workspace in one of the fastest-growing U.S. cities, with opportunities for skill-building in Salesforce, regulatory knowledge, and client relations. As a long-term contract, this role offers flexibility and potential for extension or conversion to permanent status. Join a supportive team dedicated to excellence, where your contributions directly impact client retention and satisfaction. Apply today to become part of Robert Half's legacy of empowering professionals in Phoenix, Arizona!

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