Retirement Customer CARE Specialist

We are looking for a positive, high-energy individual who is client focused and enjoys working in a team environment. Duties include assisting clients with understanding and navigating retirement plan offerings, reviewing, and tracking distribution requests, and responding to a wide range of inquiries.

Requirements

• Ability to maintain a positive, empathetic, calm, and professional attitude under all circumstances.
• Computer literacy.
• Excellent written and verbal communication skills, externally as well as internally.
• Attention to detail and problem-solving skills.
• Strong organizational skills and the ability to document and maintain records of client interactions and transactions.
• Prior experience in service-related industry a plus.

Benefits

• 401(k) with Company matching
• Health insurance
• Dental insurance
• Disability insurance
• Vision insurance
• Health Savings Account
• Flexible Spending Account
• Paid time off
• Paid training