Remote Retirement Account Specialist

Location: Nationwide
Compensation: Salary
Staff Reviewed: Fri, Sep 09, 2022
This job expires in: 12 days

Job Summary

A financial services company is searching for a person to fill their position for a Remote Retirement Account Specialist.

Core Responsibilities of this position include:

  • Responding to service inquiries from clients, advisors, TPAs and client executives
  • Handling client transactions, including payroll, distribution and enrollment needs
  • Documenting and initiating processing requests

Skills and Requirements Include:

  • Bachelor’s degree in a business-related field or equivalent work experience
  • One year of customer service experience
  • Written/verbal communication and interpersonal skills
  • Basic skills in MS Word, Excel, PowerPoint

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