Customer Service Representative
December 2015 — Present
Our Associates are primarily responsible for answering in-bound calls from participants of our Defined Contribution plans, specifically handling calls concerning general questions and questions regarding loans. These individuals help answer retirement related questions; educate participants on rules/regulations of the plan(s); and assist in processing transactions. This position does not involve sales. Our Client Service Associates are the valuable front line of our business and gain the career experience, which is valued by other areas of the organization. We are looking for people who will bring much more to the position than just a voice on the other end of the phone. Our associates are very customer-focused and work well under pressure. They gain thorough knowledge of the financial services industry, a solid understanding of the retirement products we service, learn various administrative PC systems, process certain financial transactions, and become well versed in processing requirements.