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
