Retirement Representative

Empower


Date: 3 weeks ago
City: Taguig
Contract type: Full time

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

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