The ideal candidate will have strong experience in financial services call center support, retirement plan servicing, and accurate transaction processing and a proven ability to deliver clear account guidance, resolve participant inquiries, and execute error-free financial transactions.
Responsibilities:
- Support participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans.
- Provide clear information on account features, balances, and available transactions.
- Guide participants through executing transactions and document interactions accurately.
- Complete error-free processing of financial transactions in accordance with policies and controls.
- Adhere to attendance, punctuality, dress code, and communication expectations.
- Follow manager guidance on designated cell phone use locations and times.
Required Skills & Qualifications:
- Experience supporting retirement plans, pensions, or similar financial products.
- Strong analytical and problem-solving skills with attention to detail and accuracy.
- Effective verbal and written communication with customer-centric service.
- Ability to work on site in a virtual setting during training and adhere to scheduled shifts.
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