Entry Level Customer Service Representative

Role overview

Support participants and clients with questions and requests involving retirement plan withdrawals and loans. This full-time, remote customer service position combines phone and email support, guidance through online request steps, and administrative data entry. Prior experience in the retirement industry is not required; paid training is provided.

Responsibilities

- Respond to participant service calls and emails with clear, helpful communication. - Help participants and clients initiate transactions through recordkeeping websites and answer questions about requests in progress. - Coordinate with vendors and plan sponsors to keep communications accurate and timely. - Provide data entry support to the distributions team. - Complete the Distribution Administrator and Loan Administrator certificate programs required for the role. - Handle related duties as needed.

Requirements

- Bachelor’s degree. - Strong organization and coordination skills, with the ability to set priorities and work independently. - Adaptability and the ability to manage multiple tasks. - Openness to coaching and commitment to continued professional development. - Authorization to work for any US employer and ability to work from within the United States.

Nice to have

- Bilingual communication skills. - Customer service or call center experience; this is helpful but not required.

Benefits and work setup

The position is work from home, with necessary computer equipment supplied. The schedule is 40 hours per week, eight hours a day, Monday through Friday. Listed base pay is $21–$25 per hour. Training is paid.