RS - Client Service Support 171380 - Internal

Handle inbound customer inquiries related to retirement plans, participants, and plan administration. Provide accurate, timely, and professional resolutions to customer concerns. Manage participant and authorized contact interactions with a high level of professionalism and customer focus. Complete customer transactions and route requests appropriately for resolution. Maintain ownership and accountability for open cases through closure. Follow up proactively on outstanding requests to ensure timely resolution. Minimize repeat contacts by providing complete and accurate information. Identify opportunities to improve customer experience and client retention. Maintain productivity, quality, and service benchmarks established by the business. Adhere to workforce schedules and attendance expectations. Support business requirements during peak periods when additional coverage is needed. Participate in regulatory, process, and operational training programs as required.
Shift:Service( 06:30 PM - 03:30 AM)
Skill:Others
JobCode:Voice Operations
Grade/Level:G2L1
##LI-DNIVoice-based Operations / Customer Service Years of Experience Required Minimum 3+ years of experience in Customer Service, Contact Center, or Voice Support environments. Experience supporting U.S.-based customers preferred. Retirement Services / 401(k) Knowledge Requirements Basic understanding of retirement benefits and 401(k) plans preferred. Ability to learn retirement plan concepts, participant transactions, compliance-related requirements, and plan administration processes. Familiarity with retirement services terminology is an advantage.