Remote Retirement Payments Specialist

iShare Inc.; United States; Remote; USD 32,000 - 46,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service

Communication

Attention to detail

Multitasking

Call center experience

Job description

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.