TCG, a HUB International Company, manages retirement accounts, chiefly for the public sector. Our clients are mostly school districts who use us to manage the retirement accounts for their employees. TCG is responsible for ensuring that plans comply with federal laws and regulations, and our clients hire us to make sure that all of the money moving into and out of these accounts does so in accordance with those federal regulations.

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.

BRIEF DESCRIPTION / OVERVIEW: 

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 Experience with the material is preferred, but not required. 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.

RESPONSIBILITIES:

• Primarily phone customer service

• Time management of responsibilities

• Data entry

• Review & return voice mails

• Monitor department emails

QUALIFICATIONS & SKILLS:

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

• General knowledge of computer applications - Microsoft Word, Microsoft Excel, Adobe Photoshop, Gmail

JOB CLASSIFICATION & ADDITIONAL INFORMATION:

• Job Classification:  Full-Time

• Base Salary/ Wage:  $18/hour

• $500 sign on bonus

• Benefits: Medical, Dental, & Vision insurance

• Premium Identity Theft Protection Coverage

• Corporate Gold’s Gym Discount

• Generous PTO

• 11 Paid company holidays

• Team Appreciation Day

• Company sponsored team sports

• Free drinks and snacks stocked in the break room