Customer Service Specialist

Role overview Provide front-line phone and operational support to financial institutions on the administration and compliance of retirement, education savings, and health savings accounts. The role combines customer service with account-related processing and requires learning detailed regulations, procedures, and internal systems through extensive initial training.

Responsibilities - Answer client calls and explain relevant account procedures and compliance requirements. - Process death claims and related forms for account holders. - Protect confidential customer and business information from improper access or disclosure. - Identify relevant opportunities to introduce clients to additional financial products and services. - Keep current on the available product range and new offerings that could serve clients.

Requirements - A degree in business or finance, or relevant work experience in place of a degree. - Strong written and verbal communication skills. - Demonstrated customer service, listening, and problem-solving abilities. - Proficiency with Microsoft Word, Excel, and Outlook. - Familiarity with financial services, particularly banks or credit unions, is relevant; call center experience is preferred.