Rep Hardship Support
Core
Supporting retirement plan participants with hardship withdrawal requests and general plan inquiries.
Role type
Customer service representative (retirement plans)
Builds
Hardship withdrawal processing and participant account servicing
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Customer service, documentation review, process adherence, multitasking, Microsoft Office, English fluency
Preferred skills
Financial services experience, transaction processing, account servicing
Responsibilities
Answer participant inquiries, educate on withdrawal requirements, gather and review documentation, document interactions, assist with account maintenance, submit research requests, flex between hardship support and front-line operations
Seniority
Entry-level / Individual Contributor
