Retirement Plan Services Representative (AZ)
Core
Provide high-quality service to external employers' 401(k) plan participants by assisting with account information, regulatory/tax issues, and financial transactions via phone and written communication.
Role type
Institutional Participant Services Representative
Builds
401(k) plan participant support services for external employers
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
inbound phone experience, client relationship management, financial acumen, written communication
Preferred skills
undergraduate degree, SIE exam completion, Series 6 & 63 FINRA licenses
Technologies
None stated
Responsibilities
Assist with account and plan information, handle regulatory or tax-related issues, process financial and clerical transactions via inbound phone calls and written communication
Seniority
Entry-level / Individual Contributor
