Offer summary
Qualifications:
3+ years in customer service, 3+ years in the retirement industry preferred, Technology savvy with new tools, Strong attention to detail, Expert knowledge of MS Office.Key responsabilities:
- Act as liaison between clients and 401(k) provider
- Ensure effective handling of client requests
- Manage daily retirement plan administration tasks
- Handle onboarding and offboarding of clients
- Resolve escalated customer issues and meet deadlines