Client Service Representative – Retirement Services

Client Service Representative – Retirement Services
Location: 8332 Woodfield Crossing BlvdIndianapolis, IN 46240
Pay Rate: $22.86/hour on W2 (paid weekly)
Schedule: TBD
Start Date: December, pending onboarding completion.
Contract: Initial 6-month contract
Contract Extension or Conversion to FTE: Based on performance, attendance, and business needs
Access to Health Benefits

Overview
Join the Retirement Services Operational Support Team (OST), a specialized Tier 2 department within Client Services & Support. This role is crucial for delivering expert guidance and solutions regarding complex retirement products and services. The Retirement Services OST is dedicated to inspiring client loyalty through specialized knowledge, exceptional problem-solving, and a strong commitment to both client satisfaction and employee development. If you are passionate about helping people achieve their retirement goals and enjoy educating and problem-solving, this is an excellent opportunity to make a positive impact.

Key Responsibilities

• Provide Expert Guidance: Serve as a subject matter expert on complex product and service questions concerning retail IRAs (including Traditional, Roth, Inherited IRA, and Educational Savings Accounts) and small business retirement plans (SEP, SIMPLE, QRP/QKEPA, i401k).
• Transaction Processing: Accurately process a variety of critical retirement account transactions, such as distributions, Roth conversions, and changes to tax withholding elections.
• Client Loyalty & Support: Act as a key point of contact to assist clients with their account questions and needs, providing specialized guidance and solutions to build and maintain strong client loyalty.
• Problem Solving & Education: Utilize strong problem-solving skills to resolve complex client issues and effectively educate clients on their retirement accounts and options.
• Collaboration: Actively participate in a highly collaborative team environment, contributing to continuous learning and employee development initiatives.

• Minimum of 2 years of professional experience in a customer service or client-facing role, ideally in a fast-paced environment.
• Demonstrated ability to quickly learn and master complex products, services, and regulatory requirements.
• Superior oral and written communication skills with a focus on professionalism, clarity, and client satisfaction.
• Strong organizational skills, attention to detail, and proficiency in navigating multiple computer systems and applications to accurately process client requests.