Sr. Customer Specialist (Retirement)

Retirement Customer Support Specialists communicate with financial professionals and customers primarily through phone and email providing a high-quality customer experience by projecting a professional and positive attitude. Our Specialists utilize a variety of software tools to navigate contract information, research and review products, and communicate effective solutions in a fast-paced, team-oriented environment. Retirement Customer Support Specialists are responsible for accurately documenting and resolving requests for account information and updates. This individual understands the digital customer experience and educates customers about easier and more efficient ways they can resolve future requests. Responsible for accurately and efficiently taking and processing allocation change instructions within our variable products. Consistently meets or exceeds established individual and team metric goals. 1+ years customer service required; contact center experience preferred High sc...