Financial Services Representative
6 days ago
Are you looking for a rewarding career in financial services? iShare Inc is seeking a skilled Financial Services Representative - Payment Support Specialist to join our team.
About the RoleThis is a remote, contract role with an initial contract term of 4-6 months. As a Financial Services Representative, you will be responsible for providing exceptional service to clients by addressing their inquiries related to retirement plan payments.
Your key responsibilities will 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 ideal candidate will have strong customer service skills, familiarity with retirement plan payments, and experience in financial services or call center operations. You will work under supervision for routine tasks, with general guidance provided for special assignments.
What We OfferiShare Inc offers a competitive salary range of $65,000 - $80,000 per year, depending on experience. This estimate is based on industry standards and location. In addition, you can expect a comprehensive benefits package, including health insurance, paid time off, and professional development opportunities.
We are committed to creating a positive and inclusive work environment that supports the growth and well-being of our employees. If you are passionate about delivering exceptional customer service and want to be part of a dynamic team, please consider this opportunity.
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