Offer summary
Qualifications:
1+ years of customer service experience, preferably in financial services or benefits industry, Familiarity with defined contributions and benefit plans, Advanced Excel experience preferred, 4-year college degree preferred.
Key responsabilities:
- Assist Client Service Managers in client services
- Learn retirement industry basics and compliance requirements
- Provide assistance to clients via phone, letters, and emails
- Generate and deliver reports to clients
- Coordinate internal transactions and manage special projects