Retirement Service Agent
Hybrid
Core
Answer phone calls and emails from school district employees regarding their retirement plans.
Role type
Customer Service Agent
Builds
Retirement plan support for school district employees
Domain
Financial services / Retirement administration
Deliverable
client delivery
Required skills
phone communication, email communication, data entry, time management, Microsoft Excel, Microsoft Word, Gmail
Responsibilities
answer phone calls, monitor department emails, review and return voice mails, data entry
Seniority
Entry-level