Customer Service Representative
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Job Description
Customer Service Representative supporting retirement-benefit and payment inquiries remotely. Handling financial transactions and client records for iShare, a New Jersey IT consulting firm.
Responsibilities:
- Assist clients with retirement-plan and benefit-payment inquiries
- Explain lump-sum distributions, rollovers, death benefits, and loan withdrawals
- Support payment processing, check reconciliation, tax forms, ACH, debit-card, and bill-payment inquiries
- Resolve client concerns accurately while delivering exceptional customer service
- Follow established procedures and maintain accurate client records
Requirements:
- Experience in financial services, banking, retirement benefits, 401(k), insurance, healthcare claims, payment processing, or call-center operations
- Strong customer service and professional telephone skills
- Familiarity with financial transactions and payment systems
- Excellent attention to detail and ability to manage multiple inquiries
- Comfortable working flexible rotational schedules, including night and overnight shifts
- Availability for 24/7 operations, including day, evening, overnight, weekend, and holiday shifts
Benefits:
- Fully remote work
- Opportunity to build a career in benefits and financial services
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