iShare Inc.
iShare Inc.
iShare Inc. is a New Jersey–based IT consulting firm that helps mid-market and enterprise organizations plan, implement, and improve technology systems. Its services span strategic technology advisory, software development, staffing, guided architecture, automation, business intelligence, and information security. The company takes a hands-on, people-centered approach, drawing on senior enterprise experience across healthcare, manufacturing and chemicals, software, and professional services. iShare Inc. works with organizations across the United States as a B2B technology partner focused on practical solutions for business improvement and transformation.

Remote Customer Service Associate – Retirement Plan Payments

Provide remote customer support for U.S. retirement-plan payment inquiries at iShare Inc. The role covers distributions, tax forms, reconciliations, payment options, and participant requests.

Description

  • Handle client questions about retirement-plan payments, including periodic and non-periodic distributions
  • Guide clients through payment options such as lump-sum distributions, death benefits, rollovers, and loan withdrawals
  • Reprint tax documents and confirm that participant records are current
  • Send requested change forms to plan participants
  • Deliver professional customer service while following established call-handling procedures
  • Complete routine work under supervision and handle special assignments with general guidance
  • Coordinate with internal departments to process requests accurately and on time

Requirements

  • Communicate clearly with clients while delivering consistently high-quality customer service
  • Understand retirement-plan payments, lump-sum distributions, death benefits, rollovers, and loan withdrawals
  • Know common banking products, payment systems, and financial transactions, including checking accounts, debit cards, ACH, and bill payments
  • Manage varied customer inquiries while maintaining a strong service standard
  • Follow defined procedures and maintain a high level of accuracy
  • Use strong verbal communication and professional telephone etiquette
  • Work effectively under supervision and comply with established guidelines
  • Experience in financial services or call-center operations is advantageous
  • Be available for assigned eight-hour shifts within a 24/7 operation

Benefits

  • Fully remote work arrangement

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