Senior Retirement Processing Specialist - Fresno California

Company: VirtualVocations
Location: Fresno, California
Posted On: 02/07/2025

A company is looking for a Sr. Retirement Processing Specialist (Work From Home).



Key Responsibilities

Process customer inquiries regarding complex retirement accounts using exceptional customer service skills
Coordinate with cross-functional departments to resolve issues and provide necessary information
Document customer interactions and follow up on outstanding items in a timely manner


Required Qualifications

Associates degree in a business field or equivalent experience
Five years of call center or customer service experience or three years of financial services industry experience
Strong knowledge of retirement investment products
High level customer satisfaction scores
Proficiency using MS Office tools More...

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