Customer Service Representative III

Job Summary

A company is looking for a Customer Service Call Center Representative III.

Key Responsibilities

• Maintain high work standards by reviewing complex financial documents
• Prioritize activities and coordinate workflow based on incoming requests
• Initiate resolution of incomplete financial documents and communicate with relevant personnel

Required Qualifications

• High School Diploma or GED required; some college preferred
• Retirement Services experience preferred
• Proven experience in reviewing and de-escalating complex customer requests
• Strong knowledge of financial product lines and tax experience a plus
• Must be able to work overtime with little notice