401k Customer Service Agent

As a Customer Service Specialist, you will help customers consolidate their retirement accounts and ensure a great experience with the company. You will guide customers through the 401k rollover process, answer questions via chat, email, and phone, and become an expert on 401ks, rollovers, and IRAs. Additionally, you will communicate with financial institutions and employers on behalf of customers and contribute to internal knowledge bases and external FAQs based on customer feedback.