Client Service Specialist

About the role

Process and check transactions on Pension Application forms create and maintain retirement plan records for customers, within defined Productivity and Quality standards. Inform Client Service Associate/Consultant of customer concerns or potential problems. Validate accuracy of plan and contract records as needed.

What you'll do

• Reporting relationship: This position will report to Associate Manager- Operations
• Communicate in writing with customers regarding complex record keeping issues, special timing requests, and routine employee data
• Implement problem solving techniques to ensure efficient processing on all contracts
• Follow internal procedures to properly document work on contracts
• Perform other job-related duties and special projects as required

What you need

• 1–2 yrs of experience
• Customer service
• MS Office
• Problem solving
• Any graduate