Retirement plan services • Education savings • ABLE accounts
5001 - 10000
💰 Secondary Market on 2019-02
October 22
Retirement plan services • Education savings • ABLE accounts
5001 - 10000
💰 Secondary Market on 2019-02
• Serves as front line support for PAi, providing positive customer experience. • Responsible for answering inbound calls from employees, employers, and Financial Advisors of companies that offer 401(k) services. • Completion of day-to-day tasks associated with 401(k) plan operation. • Documents customer contacts and resolves potential problems through effective communication. • Develops continuous product knowledge to meet customer service needs. • Identifies problems and resolves them with appropriate resources.
• High school diploma or equivalent • 401(k) industry knowledge and experience • Completion of Employer training ( 8-week internal course) • Solid mathematical abilities and computer skills including experience with Microsoft Office Outlook, Excel and Word • Excellent communication, analytical, problem resolution skills and detail orientation • Associates or Bachelor’s degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience • Fluent in English and Spanish • Experience in a call center environment • Retirement industry experience
Apply NowOctober 21
10,000+
Manager overseeing call center performance at DentaQuest's dental and vision benefits.
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Customer Care Associate at McKesson; handle orders and inquiries for clients.
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10,000+
Provide customer support between online and in-store vehicle purchases at CarMax.
🇺🇸 United States – Remote
💰 Post-IPO Equity on 2021-06
⏰ Full Time
🟡 Mid-level
🟠 Senior
💝 Customer Support
October 21
10,000+
Customer Care Associate handling orders for pharmaceutical manufacturers at McKesson.
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5001 - 10000
Trip Support Specialist for World Kinect providing customer satisfaction.