Retirement Service Center Specialist

Job Summary

A company is looking for a Retirement Service Center Specialist I (Remote).

Key Responsibilities

• Provide day-to-day phone support for retirement plans, managing inbound and outbound calls while identifying client needs and providing solutions
• Respond to high volumes of team and personal emails, mail, and voicemails in real time to ensure a positive customer experience
• Assist in project work for Client Services and update procedure documents as needed

Required Qualifications

• Bachelor's degree or equivalent work experience
• Three years of highly engaged customer service experience
• Experience with retirement plans is preferred
• Demonstrated knowledge of Microsoft Office Suite, particularly Word, Excel, and Outlook
• ASPPA designation preferred