Jun 24, 2022

Retirement Plan Call Center Representative

  • Newport Group
  • Folsom, CA, USA
Full time Customer Service

Job Description

The Retirement Plan Call Center Representative focuses on assisting and resolving retirement plan participant’s direct requests and issues by answering incoming calls, making outbound calls to participants, and responding to emails.  The Retirement Plan Call Center Representative ensures that communication is answered in a timely and professional manner consistent with established corporate standards providing a high level of customer service to each participant. 

Successful Candidates for this role will have strong interpersonal and listening skills and a desire to assist others. S/he will follow required procedures for participant identification to ensure corporate guidelines are followed and will process participant transactions ensuring accuracy.  Retirement Plan Call Center Representative will document all participant calls and transactions timely and will meet individual and department service level goals.




  • Bachelor’s degree or an equivalent combination of training and experience.

  • Customer service background.

  • Must have demonstrated proficiency in computer navigation and software applications including Microsoft Office.  

  • Experience with DST platform is a plus.

  • Call center experience in a fast paced environment is preferred.

  • Able to multitask.

  • Excellent organizational skills. Retirement Plan Call Center Representative