Location: Remote (Work from Home)
Duration: Temporary (up to 6 months depending on performance and business needs)
Pay Rate: $21/ hr
Shifts: 8AM EST – 5PM EST / 10AM EST – 7PM EST
Job Description: We are seeking a dedicated Customer Service Specialist with a strong background in retirement plan services to join our team on a temporary basis. In this role, you will be responsible for resolving inquiries, offering guidance, and executing instructions to ensure our clients receive top-notch service. Your expertise in retirement plans, financial acumen, strong communication skills, and commitment to excellence will be key to your success.
Key Responsibilities:
• Respond to customer inquiries via phone regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.
• Deliver first-class inbound client service in every interaction as part of our Fund Services operations.
• Communicate complex information clearly and professionally, both verbally and in writing.
• Analyze data to identify solutions to client inquiries and issues, demonstrating exceptional analytical and problem-solving skills.
• Resolve client issues or provide the best alternative solutions, ensuring a seamless client experience.
• Maintain comprehensive records of client interactions, inquiries, and recommendations in accordance with regulatory requirements and company policies.
• Stay informed about market trends, regulatory changes, and industry developments relevant to retirement plans and investment banking operations.
• Participate in training sessions and professional development activities to enhance your knowledge and skills.
• Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs and coordinate service delivery.
Qualifications:
• At least 2+ years of previous customer service experience, preferably in the global financial services industry with exposure to retirement plan services and treasury management.
• Experience supporting retirement plan pay-outs, servicing retirement plans, etc.
• Strong communication skills, both verbal and written.
• Exceptional analytical and problem-solving skills with attention to detail.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office, including MS Excel and MS Word.
Desired Qualifications:
• Experience in brokerage operations, accounting, finance, economics, investment banking, or capital markets.
Why Join Us:
• Be part of a client-service-driven organization with a talented and engaged team.
• Work in a supportive and collaborative environment.
• Gain valuable experience in the financial services industry, with a focus on retirement plans.
How to Apply: If you are passionate about delivering exceptional client service and meet the qualifications listed above, we would love to hear from you. Please submit your resume today!
Pay Details: $21.00 per hour
Search managed by: Jason Timothy
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
