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

📋 Description

• Provide assistance to clients regarding inquiries related to retirement plans and benefit payments

• Clarify details about lump-sum distributions, rollovers, death benefits, and loan withdrawals

• Aid in payment processing, check reconciliation, tax forms, ACH, debit-card, and bill-payment inquiries

• Accurately resolve client issues while delivering outstanding customer service

• Adhere to established protocols and maintain precise client records

⛳️ Requirements

• Background in financial services, banking, retirement benefits, 401(k), insurance, healthcare claims, payment processing, or call-center operations

• Strong customer service skills and professional telephone etiquette

• Knowledge of financial transactions and payment systems

• Exceptional attention to detail with the capability to handle multiple inquiries

• Willingness to work flexible rotational schedules, including night and overnight shifts

• Availability for 24/7 operations, encompassing day, evening, overnight, weekend, and holiday shifts

🏝️ Benefits

• Fully remote work

• Opportunity to establish a career in benefits and financial services