Randstad

Retirement Specialist

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Job Location

Columbus, AR, United States

Job Description

Job DescriptionJob Description

We are seeking a Customer Service Representative to provide exceptional service to investment professionals, plan sponsors, and members. The ideal candidate will have a strong understanding of our product suites, including legacy products, and deliver consultative expertise to uncover customers' needs. This role requires compliance with industry regulations and internal policies, with a focus on maintaining high-quality customer relationships.

  • Respond to incoming calls from investment professionals, plan sponsors, and members on various topics related to products and services.
  • Understand current product offerings and legacy products requiring ongoing servicing.
  • Stay updated on changes and enhancements to products through daily communication updates.
  • Educate customers on tax implications, penalties, surrender charges, death benefits, lifetime income, capital preservation, and other plan/contract benefits.
  • Ensure compliance with FINRA regulations, internal policies, and state and local laws.
  • Identify underlying questions to offer proactive expertise and uncover unstated needs.
  • Analyze and resolve problems with a focus on first-contact resolution, collaborating with internal partners when needed.
  • Maintain detailed records of customer interactions to support deeper relationships. Use documented insights to improve service.
  • Integrate lean methodology through problem-solving sessions and team huddles.
  • Participate in monthly meetings with leadership to develop career strategies and set performance goals.
  • Perform other related duties as assigned.
Company DescriptionRandstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing.

We can’t wait to tell you all about it!Company DescriptionRandstad Staffing. We provide outsourcing, staffing, consulting, and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration, and sales and marketing. \r\n\r\nWe can’t wait to tell you all about it!

Location: Columbus, AR, US

Posted Date: 10/31/2024
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Randstad

Posted

October 31, 2024
UID: 4911100208

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