Benefits CSR

This is a fully remote position, open to applicants in United States.

📋 Description

• Addressing client questions related to retirement plan payments, including both periodic and non-periodic payments.

• Guiding clients in understanding their payment choices, such as lump sum distributions, death benefits, rollovers, and loan withdrawals.

• Reissuing tax forms, confirming current record details, and sending change request forms to participants upon request.

⛳️ Requirements

• Excellent communication skills to engage effectively with clients and deliver top-notch customer service.

• Knowledge of retirement plan payments, lump sum distributions, death benefits, rollovers, and loan withdrawals.

• Understanding of banking products, payment systems, and financial transactions (including checking, debit cards, ACH, and bill payments).

• Strong customer service abilities with the capacity to manage various types of inquiries.

• Capability to adhere to structured processes while maintaining high accuracy levels.

• Strong verbal communication skills along with professional telephone etiquette.

• Ability to work under supervision and comply with established guidelines.

• Prior experience in financial services or call center operations is an advantage.

🏝️ Benefits

• Options for remote work.