Retirement Contact Center Associate

Job Summary

A company is looking for a Process Associate for US institutional Retirement Contact Centre - Remote US.

Key Responsibilities

• Handle customer queries regarding retirement benefits via phone, averaging 40-60 calls per day
• Assist participants with account maintenance, plan enrollments, and ensure compliance with regulatory requirements
• Provide information on plan features and investment options, and resolve participant issues efficiently

Required Qualifications

• Relevant experience in retirement call center or customer service
• Minimum internet connectivity of 25MBPS and a quiet workspace for remote work
• Flexibility to work shifts based on call center hours
• Any graduate with proficiency in retirement plan record-keeping systems and Microsoft Office
• Strong understanding of retirement plans, IRS regulations, and ERISA requirements