Customer Operations Representative

Job Summary

A company is looking for a Retirement Customer Operations Representative.

Key Responsibilities

• Process financial and non-financial activities for Deferred Annuity products
• Communicate with external customers and agents to obtain necessary information for transactions
• Understand and apply federal and municipal tax regulations related to client transactions

Required Qualifications and Education

• Basic understanding of IRAs, group retirement plans, and/or annuities or equivalent experience
• High school diploma required
• Working knowledge of at least one applicable administration system or equivalent experience
• Ability to follow procedures related to transaction processing
• Effective computer and software skills