Participant Service Center Representative

A company is looking for a Participant Service Center Representative.

Key Responsibilities

Provide outstanding customer service via phone, email, and fax for retirement plan participants

Assist participants with account inquiries, withdrawals, and fund transfers

Collaborate with team members to enhance customer service quality

Required Qualifications

High school diploma or GED required; associate's degree preferred

Minimum of 2 years of customer service experience, preferably in financial services

Basic knowledge of retirement plan services and daily recordkeeping

Experience with Microsoft Office applications

Bilingual in English / Spanish is a plus