Found Description
Client Account Advisor
We are looking for a Client Account Advisor to be at the forefront of transformation, innovation, and service excellence within the U.S. Retirement business. In this customer‑focused role you will handle inbound requests from 401(k) participants, provide account support, process transactions, and assist with website navigation. You will continuously build your knowledge of retirement products and deliver empathetic, proactive service—helping participants understand their options, transition to self‑service tools, and make informed financial decisions.
Position Responsibilities
- Coach, mentor, and train CSPs; manage helpline support and deliver QA‑based coaching feedback
- Handle escalations and ensure service standards and client satisfaction
- Provide customer service on inbound calls, process transactions, and support retirement account inquiries
- Assist with forms, explain rejections, and stay upd...