Customer Service Representative

Job Summary

A company is looking for a Customer Service Representative for Retirement Plans.

Key Responsibilities

• Answer inquiries and educate retirement plan participants on options and processes
• Assist participants with online account access and resolve requests
• Identify process improvement opportunities to enhance service efficiency

Required Qualifications

• High School Diploma or GED; college degree preferred
• 1-2 years of customer service experience, preferably in a contact center
• Experience with retirement plans is preferred
• Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration is a plus
• Bilingual in Spanish and English preferred