401k/S125 Service Associate I

Company: Robert Half
Location: Phoenix
Posted on: February 18, 2026

Job Description:

Job Description Job Description We are looking for a dedicated 401k/S125 Service Associate I to join our team in Phoenix, Arizona. This long-term contract position involves providing exceptional customer service for products within the S125 Client Service Center. The role is ideal for someone who thrives in a fast-paced environment and has a keen eye for detail while assisting clients and participants with inquiries, claims, and complaints. Responsibilities: • Respond to inbound calls from active and terminated participants, as well as client plan administrators, to resolve inquiries and provide support. • Educate clients and participants on S125 products, company policies, procedures, and relevant guidelines or regulations. • Escalate tasks and documentation to appropriate teams when necessary to ensure efficient resolution. • Maintain accurate records of all interactions by performing data entry and documenting details thoroughly. • Develop and apply a working knowledge of products to support clients effectively. • Utilize various software platforms, including Salesforce and other company-specific systems, to manage tasks and client interactions. • Prioritize and organize workload to meet deadlines and ensure smooth operations. • Address complaints and claims in compliance with company policies to maintain strong customer relationships. • Collaborate with team members to enhance service delivery and client satisfaction. • Perform administrative tasks such as scanning and photocopying documents as needed. • Proven experience in customer service, preferably within payroll or insurance industries. • Strong ability to document interactions and perform accurate data entry. • Familiarity with regulations and policies related to S125 and 401k products. • Proficiency in using software platforms such as Salesforce and HRIS systems. • Excellent organizational and prioritization skills. • Ability to handle complaints and claims diplomatically while adhering to company procedures. • Knowledge of IRS guidelines and relevant industry regulations. • Effective communication skills for educating clients and resolving inquiries.

Keywords: Robert Half, Maricopa , 401k/S125 Service Associate I, Customer Service & Call Center , Phoenix, Arizona