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Client Support Specialist

2 months ago

Knoxville, Tennessee, United States The Trust Full time

Position Overview: Customer Service Representative

The Customer Service Representative plays a crucial role in ensuring client satisfaction and providing high-quality support.

  • Key Responsibilities:
  • Deliver outstanding client support and assistance
  • Guide participants and employees through retirement plan questions
  • Foster strong relationships with clients and team members
  • Respond to inquiries regarding retirement plan attributes
  • Facilitate distribution requests and manage loan processing
  • Support users in navigating the website and addressing account questions
  • Inform participants about investment choices and distribution options
  • Assist in updating personal data
  • Manage challenging situations with clients effectively
  • Contribute to the overall objectives of the department and organization

Qualifications:

  • 1-3 years of experience in customer service, ideally within a call center environment
  • Background in the financial sector is advantageous
  • Exceptional customer service, problem-solving, and communication abilities
  • Capability to prioritize tasks, meet deadlines, and collaborate effectively within a team

Location: Knoxville, Tennessee