MUST HAVES:

+ Must score at least 5500 KPH w/ at least 85% accuracy on above assessment (takes 1 min)

+ 2+ years of RECENT experience w/in financial services—ideally retirement planning industry OR someone who has a Bachelor's degree in finance or related field and some professional work experience is preferred.

+ Experience w/ a CRM, preferred

+ Call center experience/phone experience, preferred + strong professional demeanor (verbal/written)

+ MS Office Suite

+ Minimum HS diploma, BS preferred

 
Job Summary:
This person will be responsible for supporting the Retirement Plan Services department. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates. 
 
Essential Duties &
Responsibilities:

+ Answers and responds to email inquiries regarding issues

+ Processes forms and performs basi...