Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own
Job Summary
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
The Financial Customer Service Professional answers incoming telephone inquiries regarding employer sponsored retirement plans from participants, employers and third-party plan specialists.
We are an equal opportunity employer with a commitment to diversity and encourage all qualified applicants to apply regardless of personal characteristics.
Matching Summary
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
Skills & Requirements
Must-have
Answer incoming telephone inquiries
Customer service in financial services
Fluent in English
Work schedule adherence and punctuality
Use of automated voice response system
Provide retirement readiness education
Nice-to-have
Flexible work environment
Internal mobility encouragement
Welcoming and inclusive environment
Community volunteering involvement
Attend meetings and training sessions
Key Requirements
Associate degree in business or related field preferred
1 year customer service experience in financial services
Additional 1-2 years related experience without degree