Retirement Contact Center Associate

A company is looking for a Process Associate for US institutional Retirement Contact Centre - Remote US. Key Responsibilities Handle customer queries regarding retirement benefits via phone, averaging 40-60 calls per day Assist participants with account maintenance, plan enrollments, and ensure compliance with regulatory requirements Provide information on plan features and investment options, and resolve participant issues efficiently Required Qualifications Relevant experience in retirement call center or customer service Minimum internet connectivity of 25MBPS and a quiet workspace for remote work Flexibility to work shifts based on call center hours Any graduate with proficiency in retirement plan record-keeping systems and Microsoft Office Strong understanding of retirement plans, IRS regulations, and ERISA requirements

Jun 13, 2025 - 15:10

A company is looking for a Process Associate for US institutional Retirement Contact Centre - Remote US. Key Responsibilities Handle customer queries regarding retirement benefits via phone, averaging 40-60 calls per day Assist participants with account maintenance, plan enrollments, and ensure compliance with regulatory requirements Provide information on plan features and investment options, and resolve participant issues efficiently Required Qualifications Relevant experience in retirement call center or customer service Minimum internet connectivity of 25MBPS and a quiet workspace for remote work Flexibility to work shifts based on call center hours Any graduate with proficiency in retirement plan record-keeping systems and Microsoft Office Strong understanding of retirement plans, IRS regulations, and ERISA requirements