Client Resolution Representative I Retirement Plans

Description LI-JSS LI-Onsite

Responsibilities

Essential Functions and Primary Duties Open a case for every inquiry, including those that can be resolved during the first call or e-mail, as well as inquiries that require substantive research or a response Ensure accuracy in processing and responding within service level guidelines Assist and resolve retirement plan participant requests and issues Obtain account information Answer questions Execute transactions Respond to plan questions Process b…