Treasury - Customer Support Representative

2 weeks ago

Jersey City, New Jersey, United States iShare Inc. Full time
Remote, Contract role. Initial contract term 4-6 Months

The Benefit Disbursement Customer Service Representative is responsible for providing exceptional service to clients by addressing their inquiries related to retirement plan payments. This role involves handling both periodic and non-periodic payments, performing check reconciliations, and assisting with tax processing. The representative will work closely with various departments to ensure accurate and timely processing of all requests. Strong communication skills, attention to detail, and a commitment to client satisfaction are essential for success in this role.

Key Responsibilities include:
  • 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.
The successful candidate will provide excellent customer service while adhering to required call-handling techniques. You will work under supervision for routine tasks, with general guidance provided for special assignments. While a strong knowledge of the job is required, in-depth technical expertise is not necessary.

Qualifications:
  • Customer Service Skills: 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.
This is a remote position.

About

In the perfect storm of technology forces shaping the business world, the question is not whether companies need to adapt to stay competitive but which tech partner to trust for long-term business improvement and transformation needs.

That's why iShare was founded: to be that credible IT partner that cuts through the buzzword clutter to deliver real value by real people. And that starts with doing the basics right.

Who We Are

Based in New Jersey, iShare is a boutique IT consulting firm with strategic advisory, development, and staffing services designed for specific industry verticals. iShare was founded to fill a real market need - with so much noise about cloud, big data, and information security, companies today are adopting software product after product and losing sight of which they need and why, while what they really need is credible consulting that takes the time to understand their company's unique scenario and requirement, and then architect a solution accordingly.

Recognizing this gap, senior industry executives put their credibility on the line to form iShare and ensure they create a fulfilling experience with lasting value for all stakeholders - customers, employees and partners. iShare leadership team has 20+ years average IT experience and is well-rounded in technology, operations, account and customer management. Our experience spans C-Suite positions with Fortune 100 firms as well as mid-tier firms. Our background includes stints at multibillion-dollar ITO / BPO firms as well as startups.

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