iShare Inc.
iShare Inc.
iShare Inc. este o firmă de consultanță IT cu sediul în New Jersey, care ajută organizațiile de dimensiuni medii și mari să își planifice, implementeze și îmbunătățească sistemele tehnologice. Serviciile sale includ consultanță strategică în domeniul tehnologiei, dezvoltare software, recrutare și furnizare de personal, arhitectură ghidată, automatizare, business intelligence și securitatea informațiilor. Compania adoptă o abordare practică, centrată pe oameni, bazată pe experiență senioră în organizații din domeniul sănătății, al producției și industriei chimice, al software-ului și al serviciilor profesionale. iShare Inc. colaborează cu organizații din întreaga Americă de Nord ca partener tehnologic B2B, concentrându-se pe soluții practice pentru îmbunătățirea și transformarea afacerilor.

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.

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • Fully remote work arrangement

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