Client Service Associate

Job Summary

A company is looking for a Client Service Center Associate, Retirement and Benefits.

Key Responsibilities

• Answer incoming calls, emails, and chat inquiries from retirement plan and health benefit participants
• Provide accurate information on retirement plan provisions, IRS regulations, and health savings accounts
• Maintain knowledge of company products and foster customer relationships to encourage financial fitness

Required Qualifications

• 1+ years of business experience in employee benefits, customer service, or accounting/bookkeeping preferred
• 1+ years of experience in financial services preferred
• Ability to prioritize and manage multiple tasks independently
• Proven adaptability to a fast-paced, technology-centered environment
• Excellent organizational skills required