Providing support to internal business partners and customers, the full-time Customer Service Representative III will manage complex problem accounts, handle escalated calls, and coordinate special projects while working in the Houston, TX office under a hybrid working policy. Key responsibilities Maintain high work standards by reviewing complex financial documents Prioritize activities and coordinate workflow based on changing incoming needs Initiate the resolution of incomplete financial documents and communicate with relevant personnel Required qualifications High School Diploma or GED required; some college preferred Preferred experience in Retirement Services Strong knowledge of financial product lines and tax experience is a plus Proven experience in reviewing and de-escalating complex customer requests Ability to work overtime with little notice due to workload demands