Offer summary
Qualifications:
High school diploma or GED, 1+ years client service experience preferred, Knowledge of tax-advantaged accounts preferred, Proficient in Microsoft Office and Excel, Computer proficiency required.Key responsabilities:
- Provide customer service and process requests
- Handle inquiries via phone, email, chat
- Meet service and quality goals
- Process transactions accurately and timely
- Maintain confidentiality and HIPAA compliance