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Customer Service Representative Retirement Account

metacom careers
1-3 Years
Taguig, Philippines
  • Posted 3 hours ago
  • Be among the first 10 applicants

Job Description

Description

  • Assist clients with inquiries regarding retirement accounts, including 401(k)s and annuities.
  • Provide exceptional customer service and support to ensure client satisfaction.
  • Maintain accurate records of client interactions and transactions.
  • Educate clients on various retirement products and options available.
  • Resolve issues and complaints in a timely manner to enhance customer experience.

Requirements

  • Educational Qualifications: High School Diploma or equivalent
  • Experience Level: 1-3 years in customer service or financial services
  • Required: Experience handling U.S. retirement plans, such as:
  • 401(k)
  • Annuities
  • Life Insurance
  • Retirement plan withdrawals
  • Retirement plan applications
  • Plan loans
  • Policy/account handling
  • Skills and Competencies: Knowledge of 401(k), annuities, and life insurance products
  • Qualities and Traits: Strong communication and interpersonal skills
  • Responsibilities and Duties: Ability to multitask and manage time effectively
  • Working Conditions: Office environment, interacting with clients via phone and email
  • Preferred: Experience handling voice and non-voice financial accounts
  • Strong verbal and written communication skills
  • Excellent analytical and problem-solving abilities
  • Familiarity with plan documents, procedures, financial products, and services
  • Willing to work onsite in Taguig

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Financial Services
Employment Type:
Full time

About Company

Job ID: 152346689

Last Updated: 14-08-2026 07:33:12 PM
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