Client Service Representative
CurrentAnswer incoming telephone calls in fast paced call center invironment, 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.Assisting 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, also respond to electronic participant inquiries and voicemail as well as assist other departments with call out requests.