Customer Service Associate

iShare Inc.

. Respond to client inquiries regarding retirement plan payments, including periodic and non-periodic payments .

Posted 10/8/2026full-timeRemote • United StatesJuniorMid-Level💰 $15 - $18 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan payments, including lump sum distributions, death benefits, rollovers, and loan withdrawals, while providing exceptional customer service and effective communication. Proficient in following structured processes and maintaining accuracy in financial transactions.

Highest-signal resume keywords

Retirement Plan PaymentsCustomer Service SkillsFinancial TransactionsVerbal CommunicationCall Center Operations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lump Sum DistributionsDeath BenefitsRolloversLoan WithdrawalsPayment SystemsBanking ProductsACH TransactionsBill Payments

Soft Skills

Effective CommunicationProfessional Telephone EtiquetteAbility to Manage InquiriesAttention to Detail

Industry Keywords

Financial ServicesCall Center OperationsClient InquiriesTax Forms

About the role

Key responsibilities & impact

Respond to client inquiries regarding retirement plan payments, including periodic and non-periodic payments
Assist clients with payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals
Reprint tax forms and verify current record information
Send change request forms to participants as requested
Provide excellent customer service while adhering to required call-handling techniques
Work under supervision for routine tasks and with general guidance for special assignments
Collaborate with various departments to ensure accurate and timely processing of requests

Requirements

What you’ll need

Strong ability to communicate effectively with clients and provide high-quality customer service
Familiarity with retirement plan payments, lump sum distributions, death benefits, rollovers, and loan withdrawals
Familiarity with banking products, payment systems, and financial transactions (checking, debit cards, ACH, bill payments)
Excellent customer service skills with the ability to manage multiple types of inquiries
Ability to follow structured processes and maintain high accuracy levels
Strong verbal communication skills and professional telephone etiquette
Ability to work under supervision and follow established guidelines
Experience in financial services or call center operations is a plus
Ability to work assigned 8-hour shifts in a 24/7 operation

Benefits

Comp & perks

Fully remote work arrangement