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Customer Service Associate

iShare Inc · Remote (US)

  • Remote customer service role with iShare Inc, handling benefit disbursement for retirement plans.
  • Respond to client enquiries about retirement plan payments, including periodic and non-periodic payments.
  • Help clients understand their payment options, including lump sum distributions, death benefits, rollovers and loan withdrawals.
  • Reprint tax forms, verify current record information and send change request forms to participants as requested.
  • Perform check reconciliations and assist with tax processing.
  • Provide excellent customer service while following the required call-handling techniques.
  • Familiarity with retirement plan payments and banking products preferred, and shifts are assigned across a 24/7 operation.
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