Tailored Management · 3 months ago
Client Service Representative – Retirement Services
Indianapolis, IN
Full-time
Onsite
Entry, Mid Level
$0/hr - $22.86/hr
2+ years expTailored Management is seeking a Client Service Representative for their Retirement Services team. This role is essential for delivering expert guidance and solutions regarding complex retirement products and services, focusing on client loyalty and satisfaction.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Serve as a subject matter expert on complex product and service questions concerning retail IRAs (including Traditional, Roth, Inherited IRA, and Educational Savings Accounts) and small business retirement plans (SEP, SIMPLE, QRP/QKEPA, i401k)
Accurately process a variety of critical retirement account transactions, such as distributions, Roth conversions, and changes to tax withholding elections
Act as a key point of contact to assist clients with their account questions and needs, providing specialized guidance and solutions to build and maintain strong client loyalty
Utilize strong problem-solving skills to resolve complex client issues and effectively educate clients on their retirement accounts and options
Actively participate in a highly collaborative team environment, contributing to continuous learning and employee development initiatives
Qualification
Required
Minimum of 2 years of professional experience in a customer service or client-facing role, ideally in a fast-paced environment
Demonstrated ability to quickly learn and master complex products, services, and regulatory requirements
Superior oral and written communication skills with a focus on professionalism, clarity, and client satisfaction
Strong organizational skills, attention to detail, and proficiency in navigating multiple computer systems and applications to accurately process client requests
Benefits
Access to Health Benefits
Company
Tailored Management
Tailored Management is a staffing and recruiting company that offers information technology staffing and recruitment services.
501-1000 employees
H1B Sponsorship
Tailored Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Jeff Anderson
Managing Partner & Client Relations Executive
Savannah Deskins
Manager, Administration & Office of the CEO
Company data provided by crunchbase