Note: The job is a remote job and is open to candidates in USA. Prodware Solutions is offering a 100% remote opportunity for a Banking Customer Service Representative. The role involves providing exceptional service to clients by addressing their inquiries related to retirement plan payments and ensuring accurate processing of requests.
Responsibilities
- Responding to client inquiries regarding retirement plan payments, including periodic and non-periodic payments
- Assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals
- Reprinting tax forms, verifying current record information, sending change request forms to participants as requested
Skills
- Experience working in a call center environment as a customer service representative taking incoming calls
- Experience with retirement services, including health saving accounts, education saving-529, employee benefits plans like 401(k), 403(b), Roth, IRA's, etc
- Experience with inbound call center environment resolving customer queries related to products like health saving accounts, education saving-529, employee benefits plans like 401(k), 403(b), Roth, IRA's, etc
- Comfortable working with rotational and weekend shifts
- Strong communication skills
- Attention to detail
- Commitment to client satisfaction
Benefits
- All equipment and training would be provide - NO COST.
- 3-4 weeks onsite training program. - paid.
Company Overview
Company H1B Sponsorship