Retirement Solutions Advisors

Company Description

The “right fit” must be determined with care. Our extensive knowledge of the legal and regulatory environment assures our client’s plan design and operation will meet these requirements. We draw on this same knowledge base to provide our clients with ideas and strategies for maximizing plan contributions and asset accumulation.

• Answers incoming customer live chats regarding website navigation issues, service questions, and general client concerns
• Evaluate customer interactions and elevate issues to Online Chat Manager when appropriate
• Create relationships with new customers to better understand and achieve their needs
• Respond to the customer questions, inquiries, requests and problems accurately, concisely and appropriately
• Promotes interest in client products and services
• Consistently achieves established standards of the position
• Continually portray and project a positive and professional image
• Provide administrative support to the customer service team
• May assist with overflow work and other duties as needed
• This position is also a remote position in which you will be working from home

• High school diploma or equivalent.
• Experience in customer service.
• Strong telephone etiquette.
• Familiarity with CRM tools.
• Excellent communication skills.
• Ability to manage multiple tasks lity to adapt to different personalities.