Email Opening
Title

Client Support Specialist-SEBS 

Description

Processes tasks and requests received from clients and internal partners related to the delivery of operational support and service. Provides frontline assistance in a queue environment by handling daily calls from 401(k)/S125 clients and employees to provide a quality service experience.

  • Handles daily calls from 401(k)/S125 clients and participants to provide a quality service experience.
  • Processes various manual operational support items for clients in order to ensure clients are serviced appropriately.
  • Communicates with internal partners in relation to service delivery for non-standard products which need a more specific level of knowledge in order to ensure accurate processing.
  • Works with internal and external contacts to provide data control and ongoing maintenance of the Retirement Services contribution process.
  • Researches and resolves compliance testing failures and other integrity reports by working with internal partners and clients to correct all issues.
  • Researches and resolves client concerns by providing support via e-mail and outbound calls.
  • Evaluates daily processes and procedures and provides feedback, solutions and alternatives to improve operational efficiency.
 
Position Requirements
  • H.S. Diploma - Required
  • 3 years of experience in Customer service.
  • Demonstrates customer service skills.
 
Category Customer Service/Operations  
Location NY, West Henrietta, Rochester University Park Office  
Full-Time/Part-Time Full-Time  
Req Number CUS-21-00765  
Open Date 4/9/2021  
Hiring Manager(s) Joseph Mercik  

This position is currently not accepting applications.

To search for an open position, please go to http://AdvancePartners.appone.com



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