Retirement Plan Consultants - Muntinlupa City - eClerx

    eClerx
    eClerx Muntinlupa City

    13 oras ang nakalipas

    Paglalarawan

    eClerx is seeking a Retirement Plan Consultant to provide accurate, professional support to plan participants and sponsors, handling (401K) inquiries, transactions, and compliance while delivering excellent customer service.

    Key Responsibilities:

    • Handle inbound and/or outbound calls, emails, or cases related to Retirement Plan / (401K) accounts
    • Assist participants with contributions, distributions, loans, rollovers, and account maintenance
    • Explain plan rules, policies, and retirement benefits clearly and professionally
    • Process transactions accurately while ensuring compliance with retirement plan regulations
    • Document interactions and update systems according to established procedures
    • Meet quality, productivity, and compliance standards
    • Escalate complex cases when necessary and follow through to resolution

    Qualifications:

    • At least 2 years of BPO experience
    • Must have at least 1 year of Retirement Plan / (401k) experience
    • College level (completed or undergraduate)
    • Good communication skills (verbal and written)
    • Strong attention to detail and a customer-focused mindset
    • Amenable to work on-site in Northgate, Alabang
    • Can start ASAP

    If you're interested, kindly send your resume to , or you may join our virtual recruitment

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