Customer Service Representative III
Job Summary
Providing support to internal business partners and customers, the full-time Customer Service Representative III will manage complex problem accounts, handle escalated calls, and coordinate special projects while working in the Houston, TX office under a hybrid working policy.
Key responsibilities
- Maintain high work standards by reviewing complex financial documents
- Prioritize activities and coordinate workflow based on changing incoming needs
- Initiate the resolution of incomplete financial documents and communicate with relevant personnel
Required qualifications
- High School Diploma or GED required; some college preferred
- Preferred experience in Retirement Services
- Strong knowledge of financial product lines and tax experience is a plus
- Proven experience in reviewing and de-escalating complex customer requests
- Ability to work overtime with little notice due to workload demands
Complete Job Description
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