Customer Service Associate

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

📋 Description

• Address client inquiries concerning retirement plan payments, which include both periodic and non-periodic payments.

• Assist clients in exploring payment options such as lump sum distributions, death benefits, rollovers, and loan withdrawals.

• Reproduce tax forms and confirm current record details.

• Dispatch change request forms to participants upon request.

• Deliver exceptional customer service while complying with necessary call-handling protocols.

• Operate under supervision for standard tasks and receive general guidance for specialized assignments.

• Collaborate with various departments to guarantee precise and timely processing of requests.

⛳️ Requirements

• Strong capability to communicate 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).

• Outstanding customer service skills with the capacity to manage a variety of inquiries.

• Ability to adhere to structured processes and maintain high levels of accuracy.

• Strong verbal communication skills and professional telephone etiquette.

• Capacity to work under supervision and adhere to established guidelines.

• Experience in financial services or call center operations is advantageous.

• Willingness to work assigned 8-hour shifts in a 24/7 operational setting.

🏝️ Benefits

• Fully remote work arrangement.