Retirement Support Representative III

A Retirement Support Representative III provides prompt, accurate service to members regarding investment and retirement account inquiries via phone, email, and mail. The role involves supporting advisors by responding to calls, resolving escalated issues, scheduling appointments, and processing administrative tasks like document preparation and form reviews within the Member Retirement Planning and Retirement Builder Plan departments. Candidates will handle transactions such as distributions and rollovers while ensuring compliance with established job aides and regulatory standards.