Full-time Posted June 02, 2026
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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...

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