Financial Customer Service Professional
Core
Answer incoming telephone inquiries regarding retirement plans for participants, employers, and third-party specialists, processing account changes, loans, and withdrawals.
Role type
Customer service representative (retirement plans)
Builds
Customer support for retirement savings accounts
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Telephone communication, account administration, plan updates processing, contribution/loan/withdrawal processing, English fluency, Spanish fluency
Preferred skills
Financial services experience, call center experience, adaptability in communication
Technologies
Computer, headset, high-speed internet (Ethernet)
Responsibilities
Answer incoming calls about retirement plans, educate customers on plan details, process account changes, loans, and withdrawals, communicate plan updates
Seniority
Entry-level to Junior