Job Description
Your Role
Key responsibilities include:
- Demonstrate strong people skills and dependability with punctual and reliable attendance.
- Be receptive to detailed and frequent performance feedback.
- Use proficiency with keyboard and Windows-based applications, including the Internet.
- Communicate fluently with callers using good oral and written skills.
- Excel in both team environments and independent work.
- Organize and prioritize tasks effectively.
- Think like the customer with a passion for delivering top-quality service.
- Learn various administrative PC systems and become familiar with retirement products and applicable tax regulations.
- Participate in constant monitoring, coaching, and development to improve the quality and consistency of service.
- Maintain awareness of commitment to service and application of the Company’s core values and beliefs.
- Operate and maintain cust...