Lead Customer Solutions Specialist
Current- Educate participants on plan features and articulate retirement, tax, and legal issues
- Explanation of Mutual Fund Investment vehicles and portfolio options
- Execute mutual fund exchanges involving extensive calculations with numbers and percentages
- Leading efforts on Special Projects involving researching and locating participants
- Analyzing disbursements for fraudulent activity in advanced efforts to protect participant’s investments
- Train and mentor new representatives, monitoring and supervising their training while taking inbound calls