Retirement Services Customer Service Representative
Job Summary
To support a financial client, the 6+ month contract Retirement Services Customer Service Representative will provide remote assistance to customers regarding retirement accounts, benefits, and transactions while delivering exceptional service through various communication channels.
Key responsibilities
- Respond to customer inquiries related to IRA, 529 plans, and retirement financial products via phone, email, and text
- Document all customer interactions and maintain comprehensive records in compliance with regulatory requirements
- Collaborate with internal teams to address client needs and resolve issues effectively
Required qualifications
- Experience in a call center environment, specifically with retirement services
- Familiarity with account transfers, shareholder transactions, and account maintenance
- Ability to convey complex information clearly and professionally
- Participation in training sessions related to wealth management and financial planning
- Strong analytical skills to identify solutions to customer inquiries and issues
Complete Job Description
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