Answer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, making changes to an account, product information and tax questions; complexity and scope of questions based on level
Assist participants through the navigation of the automated voice response system as well as the website
Submit requests for research and follow-up if needed after the initial call
Review, comprehend and implement communication regarding plan updates and changes
Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
Provide callers with education regarding retirement readiness
Consistent adherence to work schedule and punctuality required
Work overtime based upon call volumes
May be required to make outbound calls; expectation determined by level
Requirements
Associate degree in business or related field preferred
With no degree, an additional one to two years' directly related experience is required
1 year of customer service experience, preferably in a financial service-related field
Must be available to work during the hours of 8pm - 10 am
Fluent in English
FINRA fingerprinting required upon hire
Benefits
Vision insuranceFlexible schedule
Additional Information
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Financial Customer Service RProfessional answers incoming telephone inquiries regarding employer sponsored retirement plans from participants, employers and third-party plan specialists.
Empower · Manila, Philippines