Retirement Customer CARE Specialist

OPOC.usWorthington, OH
18d$18 - $20Onsite

About The Position

OPOC.us (One Point of Care) is seeking a full-time Retirement Customer CARE Specialist to join our Third-Party Administration team in our Worthington, OH location. We are looking for a positive, high-energy individual who is client focused and enjoys working in a team environment. Duties include assisting clients with understanding and navigating retirement plan offerings, reviewing, and tracking distribution requests, and responding to a wide range of inquiries. The ideal candidate will have excellent oral and written communication skills, a keen attention to detail, the ability to remain calm and supportive in all situations, and resilience and flexibility when managing the day-to-day tasks needed to support our commitment to improving lives through innovation in research, education, and service. If you have a commitment to excellent customer service and a willingness to go above and beyond for our clients, we would love to meet you!

Requirements

  • Ability to maintain a positive, empathetic, calm, and professional attitude under all circumstances.
  • Computer literacy.
  • Excellent written and verbal communication skills, externally as well as internally.
  • Attention to detail and problem-solving skills.
  • Strong organizational skills and the ability to document and maintain records of client interactions and transactions.
  • Prior experience in service-related industry a plus.

Responsibilities

  • assisting clients with understanding and navigating retirement plan offerings
  • reviewing, and tracking distribution requests
  • responding to a wide range of inquiries

Benefits

  • 401(k) with Company matching
  • Health insurance
  • Dental insurance
  • Disability insurance
  • Vision insurance
  • Health Savings Account
  • Flexible Spending Account
  • Paid time off
  • Paid training

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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