Prodware Solutions ยท 5 hours ago
Customer Service Representative
United States
Contract
Remote
Entry Level
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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, and sending change request forms to participants as requested.
Qualification
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Required
Strong communication skills
Attention to detail
Commitment to client satisfaction
Experience in handling inquiries related to retirement plan payments
Ability to assist clients with understanding payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals
Experience in reprinting tax forms and verifying current record information
Ability to send change request forms to participants as requested
Benefits
401K
Retirement Plan
Pension Plan
IRA
Annuities
Shareholder services
Mutual Funds
Company
Prodware Solutions
Prodware Solutions provides IT consulting services and oracle JD Edward solutions.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Abhinav Mittal
Co-Founder & EVP
Sohil Kothari
Founder and Managing Partner
Company data provided by crunchbase
