Rep, Participant Services
No visa sponsorship
Core
Responds to daily telephone inquiries and requests from defined contribution plan participants regarding distribution options, loans, eligibility, and administrative tasks.
Role type
Entry-level participant services representative
Builds
Participant support and plan administration
Domain
Wealth management / Defined contribution plans
Deliverable
client delivery
Required skills
Telephone communication, data entry, problem resolution, regulatory compliance, multitasking
Preferred skills
Bilingual proficiency in English and Spanish, prior client service experience