Customer Service Representative, Retirement Services (PA, Pittsburgh)

Skills/Abilities

• Ability to handle a high call volume (up to 60+ calls per day), while maintaining a high level of customer service and representing the company and its services professionally and with polish
• Ability to manage multiple tasks simultaneously and thrive in a fast-paced envionmnet
• Ability to act in a consultative fashion and offer creative ways to address needs
• Ability to work with other team members in solving complex customer requests and completing all tasks on time
• Basic computer literacy (Microsoft Office suite and Adobe), with the ability to quickly learn new systems, navigate digital tools, and troubleshoot basic technical issues independently
• Excellent math and analytical skills including use of Excel
• Experience in writing policies and procedures
• Preferred:
• Experience in serving the retirement industry through record keeping, administration, custody, or equivalent services
• IRA Specialist certification and understand tax rules, escheatment, beneficiary rules, and other IRA regulations