Senior Customer Service Associate
Hybrid · United States
Core
Process financial transactions and answer customer calls within a recordkeeping system for a Fortune 500 insurance company.
Role type
Senior Customer Service Associate (Financial Operations)
Builds
Financial transaction processing and customer support services
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Verbal and written communication, active listening, multitasking, analytical skills, decision-making, computer literacy (Microsoft Office)
Preferred skills
Knowledge of retirement products, financial industry experience
Responsibilities
Process financial transactions, answer customer phone calls, determine unique financial needs and preferences
Seniority
Mid-level, hands-on IC