Customer Service Retirement Account
Job Summary
The role involves managing customer inquiries regarding retirement and financial accounts through multiple communication channels. Responsibilities include processing transactions, explaining retirement plan options, and ensuring compliance with regulatory standards. You will focus on resolving customer issues while meeting specific quality and productivity targets.
Responsibilities
- Manage inbound/outbound retirement account inquiries
- Process account transactions and distributions
- Ensure regulatory and policy compliance
- Resolve customer issues and meet SLAs
Required Skills
- Retirement or financial account experience
- Knowledge of financial products
- CRM and ticketing system proficiency
- Strong voice/non-voice support background
Job Details
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 escalate complex concerns when necessary.
- Meet service level agreements (SLAs), quality standards, and productivity targets.
- Collaborate with internal teams to improve processes and customer experience.
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.