Retirement Plan Services Representative

We're looking for a Retirement Plan Services Representative to provide customer service to retirement plan clients, answering general retirement plan questions and explaining financial concepts and regulations. No previous experience in investment management is required.

Requirements

• Customer service experience in any industry
• Enjoy talking to people over the phone
• Tech-savvy problem solver
• Ability to research and resolve customer questions quickly
• Ability to work across multiple systems throughout the day
• Patience, empathy, and composure in challenging customer interactions
• Open to working overtime hours, as needed

Benefits

• Generous time-away and health benefits
• 2-for-1 matching gifts for charitable contributions
• Annual grants for organizations you love
• On-demand professional development resources