The Servicing Operations Specialist supports customers and branch colleagues with Retirement Account inquiries, including account setup, withdrawals, contributions, transfers, and general account information. You will provide service via phone and chat, using strong listening and problem-solving skills to resolve issues with accuracy and empathy. Why You'll Love This Role • Comprehensive training and coaching • Clear career paths and cross-functional mobility • Supportive, collaborative team environment • Hybrid schedule • Competitive benefits including medical, dental, vision, retirement, parental leave, wellness programs, tuition assistance, and more
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees