Participant Services Representative

Job Summary

Providing exceptional service as the first point of contact for 401(k) plan participants, the full-time hourly Participant Services Representative will manage inbound inquiries through phone, email, and chat, assisting customers with account navigation and retirement plan details in a fully remote environment.

Key responsibilities

• Respond to inbound inquiries regarding 401(k) plan details, investment options, and account access
• Guide participants through online account registration and troubleshoot login issues
• Utilize CRM systems to document interactions and resolve participant issues efficiently

Required qualifications

• 1+ years of customer service experience, preferably in financial services or retirement plans
• High school diploma or GED required; additional education in finance or business is a plus
• Proficiency in Microsoft Office and web-based applications
• Understanding of retirement plan concepts is preferred
• Ability to adapt to changing procedures and technologies in a fast-paced environment