Customer Care Specialist

October 22

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Ascensus

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Retirement plan services • Education savings • ABLE accounts

5001 - 10000

💰 Secondary Market on 2019-02

Description

• 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.

Requirements

• 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