Customer Service ( Retirement Account exp Needed )

Qualifications

• Experience handling retirement or financial accounts (e.g., pensions, 401(k), insurance)
• Knowledge of financial products and services
• Familiarity with CRM tools and ticketing systems
• Background in voice or non-voice support

Job Description

• Handle inbound and/or outbound calls, emails, or chats related to retirement accounts
• Assist clients with account inquiries, contributions, withdrawals, rollovers, and distributions
• Explain retirement plan options, policies, and procedures clearly to customers
• Process transactions accurately and in a timely manner
• Ensure compliance with company policies and regulatory requirements
• Maintain accurate records of customer interactions and transactions
• Resolve customer issues and escalat(e) complex concerns when necessary
• Meet service level agreements (SLAs), quality standards, and product...