Participant Service Center Representative

Job Summary

Providing exceptional customer service, the full-time Participant Service Center Representative will handle incoming and outgoing communications for retirement plan participants while working remotely from Cary, NC.

Key responsibilities

• Answer participant calls and provide accurate responses to inquiries regarding account balances and transactions
• De-escalate customer concerns with patience and support, ensuring a positive experience
• Collaborate with team members to enhance overall customer service quality

Required qualifications

• 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
• Proficiency in Microsoft Office applications and familiarity with Microsoft Teams
• Bilingual in English and Spanish is a plus