Offer summary
Qualifications:
3+ years experience in customer service, 3+ years in the retirement industry preferred, Experience with isolved preferred, Technology savvy and quick learner, Expert knowledge of MS Office package.Key responsabilities:
- Liaise between clients and 401(k) provider
- Manage onboarding and daily administration tasks
- Handle client requests timely and accurately
- Ensure accurate setup and configuration of plans
- Support clients with retirement plan inquiries