Customer Service Specialist - Transfers Analyst

LHH Recruitment Solutions is seeking a Customer Service Specialist on a remote basis. Candidate must have prior experience in banking/financial services with product and benefit process knowledge.

Musts:

• Must be familiar with benefits/retirement distributions, banking products, payment systems and financial transactions such as checking, debit cards, ACH and bill payments.

• Must also have experience with responding to clients inquiries regarding retirement plan payments, including periodic and non-periodic payments.

• Customer Service Skills: Strong ability to communicate effectively with clients and provide high-quality customer service.

• Experience assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.

• Involvement in printing tax forms, verifying current record information, sending change request forms to participants as requested.

• Prior experience working as a Customer Relations Representative for a Bank/ Financial Services group with Product and Benefits Process knowledge

• Proven experience in call center customer service, preferably in the financial services sector (1-3 years).

• Customer Service Skills: Strong ability to communicate effectively with clients and provide high-quality customer service.

Temp - Customer Service

Duration: up to 6 months

Worksite Location: 100% Remote - Work from Home - Anywhere Continental US – Eastern Time Zone Hours

Shifts: 8AM EST - 5PM EST / 10AM EST - 7PM EST

Pay: $18 - $24 per hour (DOE)

Key Responsibilities:

• Process shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.

• Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements.

• Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.

• Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.

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

• Assist clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.

• Reprint tax forms, verify current record information, and send change request forms to participants as requested.

• Respond to customer inquiries via phone regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.

• Deliver first-class inbound client service as part of our Fund Services operations.

• Communicate complex information clearly and professionally, both verbally and in writing.

• Analyze data to identify solutions to client inquiries and issues.

• Resolve client issues or provide alternative solutions, addressing client friction points.

• Maintain outstanding client service through NPS and other metrics, ensuring a best-in-class experience.

• Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations.

• Document all client interactions and maintain comprehensive records following regulatory requirements and company policies.

• Collaborate with internal teams to address client needs and coordinate service delivery.

Please apply right away if you are interested in this role and have the major qualifications needed.

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance