Retirement Services Support Specialist

2 weeks ago


Canutillo, Texas, United States TEKsystems Full time
About the Role

We are seeking a skilled Retirement Services Support Specialist to join our team. As a member of our operational support team, you will be responsible for assisting clients with complex product and service questions related to retail IRAs and small business retirement plans.

This role offers a unique opportunity for growth and professional development in a dynamic and supportive environment. Our team is committed to delivering exceptional client experiences and providing expertise on complex product and service questions.

Responsibilities
  • Assist clients with questions and needs regarding their accounts to build and maintain client loyalty.
  • Process several retirement account transactions, including distributions, Roth conversions, and changes to tax withholding elections.
  • Navigate multiple systems and applications to research, analyze, and resolve requests and inquiries.
Requirements
  • Excellent verbal and written communication skills.
  • At least 3-5 years' experience in call center or financial services.
  • Ability to handle high-stress situations and provide problem-solving and de-escalation support.
  • Data entry experience.
Benefits

We offer a competitive salary range of $22.00-$22.00 per hour, paid training, and opportunities for career advancement. Our benefits package includes medical, dental, and vision insurance, as well as critical illness, accident, and hospital coverage. We also offer a 401(k) retirement plan, life insurance, short- and long-term disability, health spending account, transportation benefits, employee assistance program, and time off/leave policies.



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