Remote 401K Financial Support Associate

Job is Expired
Location: Nationwide
Compensation: Salary
Reviewed: Thu, May 18, 2023

Job Summary

A financial services company is in need of a Remote 401K Financial Support Associate.

Individual must be able to fulfill the following responsibilities:

  • Deliver above-and-beyond customer service and experiences through phone, email, or live chat
  • Explain complex transactional and investment principles clearly
  • Act as the internal voice of the customer

Applicants must meet the following qualifications:

  • 1-3 years in financial services, specifically 401(k)
  • Customer service, call center or related experience working with CRM systems
  • Ability to act as the internal voice of the customer
  • Ability to provide an excellent customer experience
  • Ability to be technical savvy
  • Exceptional written communication skills

COMPLETE JOB DESCRIPTION

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