Retirement Representative

The Retirement Representative answers incoming telephone inquiries regarding employer sponsored retirement plans from participants, employers and third-party plan specialists.

What you will do

• Answer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, making changes to an account, product information and tax questions; complexity and scope of questions based on level
• Assist participants through the navigation of the automated voice response system as well as the website
• Submit requests for research and follow-up if needed after the initial call
• Review, comprehend and implement communication regarding plan updates and changes
• Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
• Provide callers with education regarding retirement readiness
• Consistent adherence to work schedule and punctuality required
• Work overtime based upon call volumes
• May be required to make outbound calls; expectation determined by level

What you will bring

• Associate degree in business or related field preferred
• With no degree, an additional one to two years’ directly related experience is required
• 1 year of customer service experience, preferably in a financial service-related field
• Must be available to work during the hours of 8pm – 10 am
• Fluent in English
• FINRA fingerprinting required upon hire