Note: The job is a remote job and is open to candidates in USA. Prodware Solutions is seeking a Customer Service Representative to support clients with retirement plan payment inquiries. The role handles periodic and non-periodic payments, check reconciliations, tax processing, and coordination with internal departments to ensure accurate and timely service.
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
- Should be comfortable working with rotational shifts, weekend working shifts
- Looking for someone with high call volume call center environment resolving queries related to products like education Plans, Health Savings Plans, employee retirement plans, 401(k), 403(b), benefits, etc. in a banking/financial/Insurance background
- Strong communication skills, attention to detail, and a commitment to client satisfaction are essential for success in this role
Benefits
- 100% Remote
- Equipment will be provided.
- 3-4 weeks online training program - paid
Company Overview
Company H1B Sponsorship