To support a financial client, the 6+ month contract Retirement Services Customer Service Representative will provide remote assistance to customers regarding retirement accounts, benefits, and transactions while delivering exceptional service through various communication channels. Key responsibilities Respond to customer inquiries related to IRA, 529 plans, and retirement financial products via phone, email, and text Document all customer interactions and maintain comprehensive records in compliance with regulatory requirements Collaborate with internal teams to address client needs and resolve issues effectively Required qualifications Experience in a call center environment, specifically with retirement services Familiarity with account transfers, shareholder transactions, and account maintenance Ability to convey complex information clearly and professionally Participation in training sessions related to wealth management and financial planning Strong analytical skills to identify solutions to customer inquiries and issues
Retirement Services Customer Service Representative in workfromhome at Unknown Company
- Typical pay
- $37,220–$58,100
For context, most customer service representatives earn between $37,220–$58,100 a year according to Bureau of Labor Statistics wage data. What this particular role pays is set by the employer — check the description above.
This position is listed as contract and able to be worked remotely.