Client Service Associate

A company is looking for a Client Service Center Associate, Retirement and Benefits.

Key Responsibilities

Answer incoming calls, emails, and chat inquiries from retirement plan and health benefit participants

Provide accurate information on retirement plan provisions, IRS regulations, and health savings accounts

Maintain knowledge of company products and foster customer relationships to encourage financial fitness

Required Qualifications

1+ years of business experience in employee benefits, customer service, or accounting / bookkeeping preferred

1+ years of experience in financial services preferred

Ability to prioritize and manage multiple tasks independently

Proven adaptability to a fast-paced, technology-centered environment

Excellent organizational skills required