Customer Operations Representative
Core
Process financial and non-financial activities (withdrawals, transfers, repetitive payments) for Deferred Annuity products and contact customers/agents to acquire necessary information.
Role type
Customer Operations Representative (Financial Services)
Builds
Administrative systems entries, checks, and wires for Deferred Annuity products
Domain
Insurance / Financial Services
Required skills
Call center operations experience, Deferred Annuity product knowledge, tax regulation understanding (IRA/NQ accounts), financial transaction processing, customer service, written and verbal communication
Preferred skills
None stated
Technologies
Administrative systems, telephony
Responsibilities
Process withdrawals, transfers, and repetitive payments; contact external customers and agents; key checks and wires; understand tax implications of transactions
Seniority
Individual Contributor, Entry to Mid-level