Prodware Solutions ยท 17 hours ago
Customer Care Representative (Retirement Plans/Transfer Agency Services)
Maximize your interview chances
Insider Connection @Prodware Solutions
Get 3x more responses when you reach out via email instead of LinkedIn.
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
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
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