• Assist customers with inquiries related to retirement products and services.
• Provide detailed information about retirement account options, benefits, and features.
• Resolve customer issues and complaints in a timely and professional manner.
• Maintain accurate records of customer interactions and transactions.
• Collaborate with internal teams to enhance customer service experience.

Requirements

• Educational Qualifications: Bachelor’s degree in a relevant field preferred.
• Skills and Competencies: Excellent interpersonal and people skills to effectively engage with clients.
• Skills and Competencies: Strong analytical and problem-solving skills.
• Skills and Competencies: With banking/financial/billing/insurance experience.
• Qualities and Traits: Professional demeanor and commitment to customer satisfaction.