Customer Care Representative (Retirement Plans/Transfer Agency Services) @ Prodware Solutions | Jobright.ai
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Customer Care Representative (Retirement Plans/Transfer Agency Services) jobs in New York, United States
Be an early applicantLess than 25 applicantsPosted by Agency
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Prodware Solutions ยท 17 hours ago

Customer Care Representative (Retirement Plans/Transfer Agency Services)

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ConsultingInformation Technology
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Growth Opportunities
Hiring Manager
Harish Kumar
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Responsibilities

Customer Care Representative with Retirement Plans products like 401K, 403 (B), Pension, Annuities, Retirement Account, IRAs etc
Customer Care Representative who has financial product experience like Bonds, Stocks, Shareholder Transactions, Share Transfer, Mutual Funds, Equities etc

Qualification

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Retirement Plans403(B)PensionAnnuitiesRetirement AccountIRAsFinancial ProductsBondsStocksShareholder TransactionsShare TransferMutual FundsEquitiesHigh Call Volume Environment

Required

Customer Care Representative with Retirement Plans OR Transfer Agency Services product experience
Experience with Retirement Plans products like 401K, 403 (B), Pension, Annuities, Retirement Account, IRAs
Experience with financial products like Bonds, Stocks, Shareholder Transactions, Share Transfer, Mutual Funds, Equities
Ability to work in a high call volume call center environment

Company

Prodware Solutions

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Prodware Solutions provides IT consulting services and oracle JD Edward solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Abhinav Mittal
Co-Founder & EVP
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Sohil Kothari
Founder and Managing Partner
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Company data provided by crunchbase
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