Customer Service Representative CSR
BCForward
Job Description
Job Description
Job description
The ideal candidate will have strong experience in financial services call center support, retirement plan servicing, and accurate transaction processing and a proven ability to deliver clear account guidance, resolve participant inquiries, and execute error-free financial transactions .
Responsibilities:
- Support participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans.
- Provide clear information on account features, balances, and available transactions.
- Guide participants through executing transactions and document interactions accurately.
- Complete error-free processing of financial transactions in accordance with policies and controls.
- Adhere to attendance, punctuality, dress code, and communication expectations.
- Follow manager guidance on designated cell phone use locations and times.
Required Skills & Qualifications:
- Experience supporting retirement plans, pensions, or similar financial products.
- Strong analytical and problem-solving skills with attention to detail and accuracy.
- Effective verbal and written communication with customer-centric service.
- Ability to work on site in a virtual setting during training and adhere to scheduled shifts.
Preferred Skills:
- Prior experience in a high-volume call center within financial services.
- Familiarity with retirement plan regulations and transaction workflows.
BCforward is a leading workforce solutions company connecting skilled professionals with top employers nationwide. We are committed to empowering careers through meaningful opportunities, professional growth, and exceptional support throughout the employment journey.
Company Description
BCforward is a leading workforce solutions company connecting skilled professionals with top employers nationwide. We are committed to empowering careers through meaningful opportunities, professional growth, and exceptional support throughout the employment journey.
Vacancy posted 5 days ago
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