Participant Service Center Representative
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Participant Service Center
Representative.
Key Responsibilities
Provide outstanding customer service through phone calls, emails,
and faxes for retirement plan participants
Assist participants with inquiries regarding account balances,
withdrawals, and fund transfers
Collaborate with team members to enhance customer service and
resolve participant issues
Required Qualifications
High school diploma or GED required; associate's degree
preferred
Minimum of 2 years of customer service experience, preferably in
the financial services industry
Basic knowledge of retirement plan services and daily
recordkeeping
Experience with Microsoft Office applications
Defined Benefit or Defined Contribution experience preferred
Keywords: VirtualVocations, South Whittier , Participant Service Center Representative, Sales , Vista, California
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here to apply!
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