Call Center Specialist- R&W (Remote)

The position is responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role requires the candidate to handle high call volume daily. The role also assumes the primary responsibility of interacting with all the necessary internal departments to resolve client requests or answer any inquiries related to their account activity and investments. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our clients and firm associates. Handle a high volume of incoming and outgoing client phone calls Respond to email, voicemail, and chat inquiries from clients Understand and be able to articulate the account opening, distributions, and investment process to clients Assist clients in ensuring that all required forms are fully completed Handle troubleshooting inquiries in regards to Web and Online issues Provides educated answers with regards to IRA's, and IRS Codes Maintain a professional approach to client service, consistent with protocol and service levels Other duties as assigned If offered the position, equipment will be provided, with the exception of ethernet cables and extension cords. Equipment that will be provided are: docking station (x1), headset (x1), keyboard (x1), laptop (x1), monitor (x2), and mouse (x1). This position requires a quiet, distraction-free work environment without any conflicting responsibilities during the scheduled shift. This position requires access to a cell phone and high-speed internet. A cell phone is needed to verify your identity via Microsoft Authenticator App to be able to log into our programs and systems. Internet speed requirements: Upload Speed: >20 Mbps Download Speed: >100 Mbps Must be able to hardwire ethernet cable to internet modem/router.