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    Customer Service Representative - Knoxville, United States - The Trust

    The Trust
    The Trust Knoxville, United States

    3 weeks ago

    Default job background
    Description

    **Customer Service Representative**

    Operations Knoxville, Tennessee Job Title: Customer Service Representative Why We Exist

    Reports To: CSR Supervisor

    Approved By: CSR Supervisor

    Classification: Full Time Non-Exempt

    Core Purpose

    The Customer Service Representative is responsible for providing a high-level of customer service while assisting plan participants and TTC employees with questions regarding their retirement plans.

    Responsibilities

    Shows a commitment to The Trust Companys Mission, Core Values, and Client Promise.

    Ensures participants questions and concerns are handled in a professional manner.

    Maintains positive relationships with participants and TTC employees.

    Answers employee questions regarding the features of their retirement plan/s.

    Takes distribution requests from plan participants and initiate the distribution process.

    Calculates the amount available for a loan and initiate the processing of the paperwork.

    Assists employees in using the retirement plan website.

    Provides participants and employees with their account balance and vesting percentage.

    Educates participants on distributions, rollovers, and general investment options.

    Assists participants with updating personal information as needed.

    Takes requests for retirement plan statements.

    Manages stressful situations pertaining conflicts with plan participants.

    Performs job functions with little supervision consistently meeting all deadlines.

    Contributes to overall department and corporate goals, interacting in a cooperative & positive manner.

    Special projects as assigned.

    Qualifications

    1 3 years experience in customer service

    Experience in call center role a plus

    Experience in the financial industry a plus

    Outstanding customer service skills

    Experience with multi-line phone systems

    Strong problem solving skills

    Strong interpersonal skills

    Strong verbal and written communication skills

    Ability to prioritize and meet deadlines

    Ability to work individually and in a team setting

    Location Knoxville, Tennessee



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