Banking Customer Service Representative
Job Summary
Providing exceptional service to clients, the remote Customer Service Representative in Banking will manage inquiries related to retirement plan payments and assist with payment options while working on a 12+ month contract basis.
Key Responsibilities
- Responding to client inquiries regarding retirement plan payments, including periodic and non-periodic payments
- Assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals
- Reprinting tax forms, verifying current record information, and sending change request forms to participants as requested
Required Qualifications
- Experience in a high call volume call center environment, preferably in banking, financial services, or insurance
- Ability to work rotational shifts, including weekends, in the EST timezone
- Commitment to client satisfaction and strong attention to detail
- Proficiency in handling inquiries related to retirement plans and payment processing
- Completion of a 3-4 week paid online training program
Complete Job Description
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