Financial Customer Associate
CurrentManage the new account onboarding process by enrolling participants in payroll deductions and investment options.Maintain knowledge of client procedures to ensure effective policy implementation and disclosure for participants.Process customer financial transactions and assess participants' financial needs to offer tailored solutions through exceptional customer service.Effectively using internal resources (e.g. computer systems, online resources, and business partner relationships) to arrive at the right solution for the client.Taking initiative for acquiring the expertise and knowledge to effectively resolve customer issues.