Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Flexible work schedules and a remote work environment
- Comprehensive health and welfare benefits, including competitive pay and incentives
- Additional benefits such as tuition reimbursement, student loan repayment, and paid time off for volunteering
- Commitment to professional development, inclusion, and diversity

What to Expect (Job Responsibilities):
- Answer inquiries professionally and maintain understanding of retirement plan participant requirements
- Educate participants on distribution, rollover, and consolidation options
- Assist participants with online account access and resolve requests
- Identify process improvement opportunities to enhance team efficiency and service quality
- Maintain confidentiality and adhere to regulations, policies, and procedures

What is Required (Qualifications):
- High School Diploma or GED; college degree preferred
- 1-2 years of customer service experience and previous contact center experience required
- Proficient written and oral communication skills
- Ability to manage multiple priorities and work within deadlines
- Willingness to work overtime and flexible hours

How to Stand Out (Preferred Qualifications):
- Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration
- Proficiency with Microsoft Office products (Word, Excel, PowerPoint)
- Experience with OMNI, Relius, and recordkeeping systems
- Bilingual in Spanish and English preferred
- ASPPA exams or equivalents

#FinancialServices #CustomerService #RemoteWork #CareerDevelopment #DiversityAndInclusion

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."