Participant Service Center Representative

Job Summary

A company is looking for a Participant Service Center Representative - Inbound Call Center.

Key Responsibilities

• Provide outstanding customer service while handling incoming and outgoing calls, emails, and faxes for 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

• High school diploma or GED required; Associate's degree preferred
• Minimum 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/Spanish is a plus