Job description
Responsible for the delivery of exemplary service to our clients, plan sponsors, and their retirement plan participants within the call center. This includes but is not limited to; explanation of retirement plan provisions, our technology offering, and interacting with the Service team to ensure resolution of any received complaints or concerns from our client base.
Skills and Abilities:
Education and Experience:
- Associate's degree and one (1) year of experience or equivalent combination of education and experience
Skills and Abilities:
- Ability to read and interpret documents such as procedure manuals and technical procedures.
- Ability to write routine reports and correspondence. Ability to speak effectively with both internal and external contacts.
- Ability to communicate effectively with clients. Ability to project a positive attitude and professional demeanor.
- Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Must have existing knowledge of advanced Microsoft Office applications with the emphasis on Word, Excel, PowerPoint and Access.
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