Retirement & Wealth - Call Center Agent

Role Overview

The position is responsible for direct verbal and written communications with clients, plan sponsors, and third-party administrators in the Individual Investor Services Savers Department. This role requires handling high call volume daily and interacting with internal departments to resolve client requests.

What You Will Do

Handle a high volume of incoming and outgoing client phone calls, respond to email, voicemail, and chat inquiries, and assist clients with account activity and investments.

Why It Might Be a Fit

This role requires a quiet, distraction-free work environment, strong written and verbal communication skills, and the ability to work in a fast-paced, high-volume environment.

Requirements

• 2+ years of experience in customer service
• 2+ years of call center experience
• Familiarity with health reimbursement accounts or retirement accounts and IRS rules and regulations
• Familiarity with Salesforce/Service Cloud
• Bilingual language skills
• Ability to work in a fast-paced, high-volume environment
• Strong written, keyboarding, and verbal communication skills
• Ability to apply relationship building skills to internal and external clients
• Strong computer aptitude, keyboarding skills of 50+ WPM; proficient in Microsoft suite of products
• Strong problem-solving skills and ability to multi-task
• Active Listening Skills
• Detail-oriented, organized, and dependable
• Ability to work overtime when needed

Benefits

• PTO accrues while in the training period
• Paid training
• Equipment provided (docking station, headset, keyboard, laptop, monitor, and mouse)
• Internet speed requirements (upload speed >20 Mbps, download speed >100 Mbps)

Originally posted on Himalayas