Solutions Center Specialist

Immediate opportunity for a Solutions Center Representative to assist our client's members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success.This is a fully onsite position, located in Columbus, Ohio. Relocation cost reimbursement is not available for this position. Local candidates are preferred.What you will do:Answer participant inquiries and process requests pertaining to their retirement account.Discuss a variety of topics with the participant including password resets, contributions,asset allocation, rollovers, withdrawals, etc.Follow all Ohio Deferred Compensation, government, and regulatory procedures to insure credibility and compliance.Provide the best customer service by carefully analyzing situations and working with all internal partners to determine proper course of action.What you will need: High School diploma or equivalent required. Undergraduate degree is preferred.Minimum one year in a customer service or sales-related role.Excellent customer service, communication, MS office proficiency, and financial industry knowledge.Consultative sales aptitude and passion for interacting and helping customers.Next Step:For immediate consideration, send your resume to suzanne.hollnagel@.

Created: 2024-11-09