Nov 23, 2023
Retirement Funds Customer Service Coordinator - 100% REMOTE QUAD is currently seeking Retirement Funds Customer Service Coordinator for our client located near Phila, PA . Position is 100% remote. Hours are 830am-5pm Monday through Friday (EST). The Retirement Funds Customer Service Coordinator will provide stellar customer service and update and document customer accounts for several departments including 401k and retirement accounts. Responsibilities Provide excellent customer service from clients via incoming calls regarding retirement plans, saving accounts etc. Update information in the database Answer incoming calls from to answer any questions regarding transactions, investment locations, retirement funds etc. Work to assist them with the online user experience and reset PINs Ensure confidentiality of all client information in accordance with Company privacy and compliance policies Follow up with clients after researching to...
QUAD, a SolomonEdwards Company
San Diego, CA, USA