Retirement Services Associate

We are seeking motivated associates to support retirement plan participants with their distribution and account inquiries. This role offers the opportunity to work in a fast-paced, customer-focused environment . If you have a background in finance or retirement services and enjoy delivering exceptional customer service, we want to hear from you! This is a remote position for those that reside in = AL, FL, GA, ID, IA, IN, KS, LA, MI, MS, MO, NE, NV, NC, ND, OH, OK, PA, SC, SD, TX, TN, UT, VA, WV, WI, WY We’re looking for individuals who are passionate about delivering exceptional customer experience! Qualifications Must be 18 years of age A background check applicable with state and federal laws will be required 1 year Previous customer service, call center, or office experience preferred Strong verbal and written communication skills Comfortable working with billing and account information Strong attention to detail Ability to navigate multiple computer systems Professional and empathetic approach to customer concerns Reliable attendance and punctuality Ability to work independently and as part of a team Must be comfortable cross training on other accounts Responsibilities Handle inbound participant calls, emails, and voicemails with professionalism, providing accurate answers to basic inquiries Resolve client issues, concerns, and inquiries regarding benefit programs and procedures Respond to inquiries related to retirement benefit payment issues in a fast-paced service cent