Team Lead Retirement Customer Care
Current• Assist inbound reps with client inquirers and comprehension of the various investment products available • Work with escalated clients and plan sponsors in resolving transactional as well as processing issues… Show more • Assist inbound reps with client inquirers and comprehension of the various investment products available • Work with escalated clients and plan sponsors in resolving transactional as well as processing issues • Provide coaching and training to ensure regulatory compliance through observing client interactions live, reviewing requested interactions, and reviewing trade logs. • Work closely with the retirement customer care liaison in managing the department’s inbox.• Work with executive resolution team in reviewing and addressing presidential level complaints, BBB complaints, and client executive complaints. • Manage scheduling for support staff by analyzing volume to designate the level of support needed. Show less