Customer Service Representative
Job Summary
To support a growing team, the part-time Customer Service Representative will provide exceptional service remotely by addressing client inquiries related to retirement plan payments and assisting with various payment options.
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, particularly in banking, financial services, or insurance
- Familiarity with retirement plans, including 401(k), 403(b), and employee benefits
- Ability to work rotational shifts in the EST time zone
- Completion of a 3-4 week paid online training program
- Strong attention to detail and commitment to client satisfaction
Complete Job Description
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