Financial Customer Service Representative

The Financial Customer Service Representative answers incoming telephone inquiries regarding employer sponsored retirement plans from participants, employers and third-party plan specialists.

What you will do

• Answer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, making changes to an account, product information and tax questions; complexity and scope of questions based on level
• Assist participants through the navigation of the automated voice response system as well as the website
• Submit requests for research and follow-up if needed after the initial call
• Review, comprehend and implement communication regarding plan updates and changes
• Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
• Provide callers with education regarding retirement readiness
• Consistent adherence ...