Job Description
We are seeking customer-focused professionals to join a Retirement Services team supporting clients with retirement account questions, transactions, and service requests. This role is responsible for delivering exceptional service while assisting clients with retirement planning products, account maintenance, and regulatory-related inquiries.
The ideal candidate thrives in a fast-paced environment, enjoys helping others, and has the ability to explain complex information in a clear and professional manner.
Responsibilities
• Handle a high volume of inbound calls from clients regarding retirement accounts and retirement plan services
• Assist clients with account questions, transactions, distributions, account updates, and tax withholding elections
• Educate clients on retirement products, account features, and applicable regulations
• Research and resolve complex client inquiries while delivering a positive customer experience
• Navigate multiple systems simultaneously to access account information and document interactions
• Utilize strong problem-solving and de-escalation skills to resolve client concerns
• Maintain compliance with company policies, procedures, and industry regulations
• Collaborate with internal teams to ensure timely and accurate resolution of client requests
• Build and maintain strong client relationships through professional and personalized service
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• 2-4 years’ Experience in a high-volume call center, preferably in finance
• Previous experience in financial services, banking, retirement services, or related industries preferred
• Strong customer service and communication skills
• Ability to de-escalate client concerns calmly and effectively
• Comfortable using Windows, Excel, Outlook, and Microsoft Teams
• Organized, reliable, and eager to learn
• Team-oriented with leadership potential
Nice to Have Skills & Experience
• Experience supporting retirement accounts, brokerage services, or financial products
• Knowledge of IRA accounts, retirement plans, or investment services
• Demonstrated leadership experience or a desire to take on additional responsibilities
• Experience handling escalated customer concerns and complex service issues
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.