Customer Service Representative

iShare Inc.; United States; Remote; USD 32.000 - 46.000; Vollzeit

Zusammenfassung

iShare Inc. is seeking a Customer Service Representative to support clients handling retirement plan payments. This remote role requires strong communication, attention to detail, and the ability to manage inquiries about periodic and non-periodic payments.

You will work with other departments to ensure accurate processing, reprint tax forms, and assist with payment options while following established call-handling guidelines. Prior financial services or call center experience is a plus.

Qualifikationen

• Strong communication and customer-service skills.
• Familiarity with retirement plan payments and banking products.
• Ability to handle multiple inquiries with accuracy.
• Experience in financial services or call centers is a plus.

Aufgaben

• Respond to client inquiries about retirement plan payments, including periodic and non-periodic payments.
• Assist clients with understanding payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.
• Reprint tax forms, verify current record information, and process change request forms to participants.

Kenntnisse

Customer service

Communication

Attention to detail

Multitasking

Call center experience

Jobbeschreibung

Role Title: Customer Service Representative

Work Location: Remote

Shifts: (24 *7 operation, 8 hours shifts to be assigned on a rolling basis)

Role Summary

The Benefit Disbursement Customer Service Representative is responsible for providing exceptional service to clients by addressing their inquiries related to retirement plan payments. This role involves handling both periodic and non-periodic payments, performing check reconciliations, and assisting with tax processing. The representative will work closely with various departments to ensure accurate and timely processing of all requests. Strong communication skills, attention to detail, and a commitment to client satisfaction are essential for success in this role.

Key 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.

The successful candidate will provide excellent customer service while adhering to required call-handling techniques. You will work under supervision for routine tasks, with general guidance provided for special assignments. While a strong knowledge of the job is required, in-depth technical expertise is not necessary.

Qualifications

• Customer Service Skills: Strong ability to communicate effectively with clients and provide high-quality customer service.
• Familiarity with retirement plan payments, lump sum distributions, death benefits, rollovers, and loan withdrawals
• Familiarity with banking products, payment systems, and financial transactions (checking, debit cards, ACH, bill payments).
• Excellent customer service skills with the ability to manage multiple types of inquiries.
• Ability to follow structured processes and maintain high accuracy levels.
• Strong verbal communication skills and professional telephone etiquette.
• Ability to work under supervision and follow established guidelines.
• Experience in financial services or call center operations is a plus.