Customer Service Representative Retirement Account

Job Description:

·        Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations.

·        Answers all incoming calls into the operational center regarding client account and compliance questions related to the account/plan type

·        Scrutinizes basic information contained in all types of plan agreements.

·        Maintains accurate records/notes to ensure all plan requests are completed within regulated time allotment.

·        Provide support and direction regarding required operational processes, polices and timeframes

·        Assists management in identifying procedures and policies that are outdated or ineffective.

·        Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development.

·        Maintains and files weekly statistical reports for the department.

·        Performs general clerical activities, including faxing, copying and filing.

·        Assists other areas of the department with various functions when volume is high and/or staffing levels are low.

·        Performs other duties and responsibilities as assigned

Qualifications:

·        Graduate in any degree in College

·        Candidates are required to have at least strong 3 to 4 years of relevant experience handling a US retirement account from a BPO or a Call Center companies

·        Experience must include handling various US retirement account types including 401(k) plans, IRA accounts, pension plans, and 403(b) plans.

·        Strong operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.

·        Excellent communication skills and professional demeanor to interact with all levels of management, other employees and counterparts at other companies.

·        Work independently and in a team environment as well as cooperation with supervisor.

·        Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.

·        Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities