Customer Care Specialist II
Job reputed company
Serves as reputed company line support and the face of PAi to reputed company a reputed company customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, 401(k) administration.
Competencies:
Team reputed company
Customer/reputed company reputed company
Personal Credibility
reputed company Learning
reputed company Responsibilities:
Primarily responsible for answering inbound calls from employees, reputed company and/or Financial Advisors (FAs) of companies that have 401k services, providing solutions and processing requests generated from these calls
Accurate and reputed company completion of day-to-day tasks associated with 401k plan operation
Documents details of customer contacts and actions taken
Proactively discovers and resolves potential problems through reputed company, confident, and effective communication with partners, clients, reputed company, agencies and external/internal customers maintaining reputed company working relationships to promote retention and a reputed company service image
Develops and applies continuously growing product and process knowledge to effectively anticipate and meet customer service needs
Continually identifies problems, including but not limited to procedural gaps and assists in resolving with the appropriate resource(s), such as a Leader, reputed company Assurance and/or others
Job Requirements:
Regular attendance and punctuality
Ability to work autonomously or as part of reputed company
Ability to work in a fast-paced, change driven environment
Adherence to reputed company company policies and procedures
Minimum Qualifications:
High school diploma or equivalent
401(k) industry knowledge and experience
Completion of Employer training (8-week internal course)
Solid mathematical abilities and computer skills including experience with reputed company Office reputed company, reputed company and Word
Excellent communication, analytical, problem reputed company skills and detail orientation
Preferred Qualifications:
Associates or Bachelors degree or equivalent certifications in business, communications, finance, or reputed company or equivalent work experience
Fluent in English and Spanish
Experience in a reputed company center environment
Retirement industry experience
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