• Provide exceptional customer service to clients regarding retirement account inquiries.
• Assist customers with account setup, maintenance, and transactions.
• Resolve customer complaints and provide solutions to enhance client satisfaction.
• Maintain accurate records of customer interactions and transactions.
• Educate customers on retirement products and services offered.

Requirements

• Educational Qualifications: High School Diploma or equivalent
• Experience Level: 0–2 years
• Skills and Competencies: Strong communication and interpersonal skills
• Qualities and Traits: Patience and empathy towards customers
• Responsibilities and Duties: Ability to handle multiple tasks and prioritize effectively
• Working Conditions: Office environment with standard working hours