Retirement Contact Center Associate

Job Summary

A company is looking for a Process Associate for the US Institutional Retirement Contact Center.

Key Responsibilities

• Handle customer queries regarding retirement benefits via phone, managing 40-60 calls daily
• Assist participants with account maintenance, plan enrollments, and provide information on plan features and investment options
• Ensure compliance with regulatory requirements and assist plan sponsors with retirement plan administration

Required Qualifications

• Relevant retirement call center experience
• Experience in customer service or call center environments
• Minimum internet connectivity of 25MBPS+ and a quiet workspace for remote work
• Flexibility to work assigned shifts based on call center hours
• Any graduate with a strong understanding of retirement plans and relevant regulations