Retirement Contact Center Associate

Job Summary

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

Key Responsibilities

• Handle customer queries regarding retirement benefits via phone, managing 40-60 calls daily
• Assist participants with account maintenance, plan enrollments, and ensure compliance with regulatory requirements
• Communicate with plan participants and stakeholders to resolve inquiries and maintain positive relationships

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 applications
• Strong understanding of retirement plans, IRS regulations, and ERISA requirements