Participant Service Center Representative

Job Summary

A company is looking for a Participant Service Center Representative.

Key Responsibilities

• Provide outstanding customer service through phone calls, emails, and faxes for retirement plan participants
• Assist participants with account inquiries, withdrawals, and fund transfers
• Collaborate with team members to enhance customer service and resolve participant issues

Required Qualifications and Education

• High school diploma or GED required; associate's degree preferred
• Minimum of 2 years of customer service experience, preferably in the financial services industry
• Basic knowledge of retirement plan services and daily recordkeeping
• Experience with Microsoft Office applications
• Bilingual in English and Spanish is a plus