![]() Review, comprehend and implement all new communication regarding plan updates and changes. May be required to make outbound calls if necessary. Submits requests for research and follow-up if needed after the initial call. ![]() Complexity and scope of questions based on level.Īddresses questions or concerns in relation to investments.Īssist participants through the navigation of the automated voice response system as well as the Web Site Answer phones professionally from external/internal customers/clients.ĭUTIES / RESPONSIBILITIES / ESSENTIAL FUNCTIONS:Īnswer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions. Your future starts now.Īnswer incoming calls from customers/clients to answer inquiries and questions, handle complaints, troubleshoot problems and provide information. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. When it comes to job satisfaction, that's hard to beat. Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. Grow your career with a growing organization
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