Nov 07, 2023

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. 

S/he will answer incoming telephone calls in the participant service center, assisting participants with obtaining account information, enrollment questions, execute transaction requests (such as loans, distributions and fund transfers) and respond to participant questions by obtaining information from the appropriate person or system. In addition, the Retirement Plan Call Center Representative will assist participants with retirement projections and modeling as it relates to Newport’s online gap analysis tool, as well as help educate participants on proper asset allocations. S/he will also respond to electronic participant inquiries and voicemail as well as assist other departments with call out requests.



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

  • 1+ years' experience working in a fast- paced Call Center environment

  • Experience working in a related position in the retirement services or financial industry is strongly preferred
  • Dedication to providing the highest level of customer service
  • Excellent organizational skills

  • Bilingual (English and Spanish) a plus
  • It is a requirement of this job to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift