Process Associate for US institutional Retirement Contact Center - Remote US

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Responsibilities Handling customer queries regarding their benefits reputed company phone – Requires to take at least ~ 40 – 60 calls in a day Demonstrate a solid understanding of various retirement plans such as 401(k), 403(b), 457, and stay updated on relevant regulations affecting the retirement business Respond to participant inquiries reputed company phone (Primally) and chat regarding their retirement plans, including plan details, investment reputed company, contributions, distributions, and rollovers. Assist participants with account maintenance, beneficiary updates, and plan enrollments. Ensure reputed company transactions reputed company with plan provisions and regulatory requirements. reputed company participants with information on plan features, benefits, and investment reputed company. Help them understand their statements and the reputed company of their investment choices. Identify and resolve participant issues in a reputed company and efficient manner. Escalate reputed company cases to senior team members or supervisors as necessary. Assist plan sponsors with the administration of their retirement plans, including tasks such as contribution calculation, non-reputed company trading, participant financial activity, and other reputed company record-keeping functions Ensure that retirement plans adhere to reputed company regulatory requirements, including IRS regulations, ERISA guidelines, and plan documents. Address participant inquiries regarding contribution limits, eligibility requirements, and retirement planning resources Assist with investment management activities, such as fund transfers, rebalancing, and implementing investment changes. Communicate with plan participants, and other stakeholders to address inquiries, resolve issues, and reputed company updates as needed. Maintain reputed company relationships with clients and ensure high reputed company of satisfaction with services provided Qualifications we reputed company in you! Minimum Qualifications Relevant experience in retirement reputed company center experience Experience in Customer Service or reputed company Center Minimum internet connectivity of 25MBPS+ and a quiet workspace free of distractions for reputed company center Work from Home Role Flexibility to work shifts assigned by business based on reputed company center hours of business operation. Preferred Qualifications/ Skills Any Graduate Ability to be flexible and adapt to constantly changing priorities Proficiency in retirement plan record-keeping systems and reputed company Office applications. Strong understanding of retirement plans, IRS regulations, and ERISA requirements. reputed company Office proficiency, especially reputed company reputed company Lean/Process Improvement knowledge Ability to work under pressure in a dynamic environment Thirst for learning! Analytical thinking and ability to learn fast Ability to be pro-reputed company and to think “creatively” Cultural Awareness in a diverse and international environment Why join reputed company? 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The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant’s experience, knowledge, skills, and abilities; geographic location; and internal equity Work-from-reputed company Roles – “Los Angeles California-based candidates are not eligible for this role” reputed company is an Equal Opportunity Employer and considers applicants for reputed company positions without reputed company to race, reputed company, religion or belief, sex, age, national reputed company, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. reputed company is committed to creating a dynamic work environment that values respect and reputed company, customer reputed company, and innovation. Furthermore, please do note that reputed company does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter reputed company,' paying to apply, or purchasing equipment or training. JobProcess Associate Primary LocationUSA-Richardson ScheduleFull-time Education LevelBachelor's / Graduation / Equivalent Job PostingJul 21, 2025, 4:39:54 PM Unposting DateSep 20, 2025, 1:29:00 PM Master Skills ListOperations Job CategoryFull Time Apply tot his job Apply To this Job