Responding to client inquiries regarding retirement plan payments, including periodic and non-periodic payments.
Assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.
Reprinting tax forms, verifying current record information, sending change request forms to participants as requested.

Strong ability to communicate effectively with clients and provide high-quality customer service.
Familiarity with retirement plan payments, lump sum distributions, death benefits, rollovers, and loan withdrawals
Familiarity with banking products, payment systems, and financial transactions (checking, debit cards, ACH, bill payments).
Excellent customer service skills with the ability to manage multiple types of inquiries.
Ability to follow structured processes and maintain high accuracy levels.
Strong verbal communication skills and professional telephone etiquette.
Ability to work under supervision and follow established guidelines.
Experience in financial services or call center operations is a plus.

Benefits CSR

Key skills