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Financial Retirement Customer Service Rep

VirtualVocations
Santa Clara, California, United States
Full-time

A company is looking for a Financial Retirement Customer Service Representative - Remote.Key ResponsibilitiesProvide accurate information to customers regarding retirement products such as 401k, IRA, and 403(b)Research and locate information using multiple systems and coordinate with cross-functional departmentsDocument customer inquiries and follow up on outstanding items in a timely mannerRequired QualificationsAssociate's degree in a business field or equivalent experienceOne year of call center or customer service experience, or financial services industry experienceProficiency using MS Office toolsUnderstanding of retirement products such as 401k, IRA, and 403(b) is preferredPrevious work from home experience is preferred

20 hours ago
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