Job Description

Duties and Responsibilities:

  • Guide customers through the rollover experience and answer their questions through chat, e-mails, and phone calls
  • Become an expert on 401ks, rollovers, and IRAs
  • Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary
  • Contribute to our internal knowledge-based and external FAQs based on customer questions/comments
  • Synthesize customer feedback and share with other team-members

Skills and Qualifications

  • At least 1 year experience in an account handling US 401ks, rollovers, and IRAs, or KYC outreach (voice) experience, or any other experience as a financial CSR in a voice account
  • At least vocational degree or college degree
  • Experience working at a BPO is a plus
  • Experience working in the financial services industry is a major plus
  • Fluent in English with a neutral accent
  • Str...

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