Duties and Responsibilities:
Guide customers through the rollover experience and answer their questions through chat, e-mails, and phone calls Become an expert on 401ks, rollovers, and IRAs Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary Contribute to our internal knowledge-based and external FAQs based on customer questions/comments Synthesize customer feedback and share with other team-members Skills and Qualifications
At least 1 year experience in an account handling US 401ks, rollovers, and IRAs, or KYC outreach (voice) experience, or any other experience as a financial CSR in a voice account At least vocational degree or college degree Experience working at a BPO is a plus Experience working in the financial services industry is a major plus Fluent in English with a neutral accent <...