Related skills
crm jira zendesk aircall📋 Description
- Process distributions and loans from retirement plans accurately.
- Follow procedures, regulatory requirements, and quality standards.
- Handle high-volume, time-sensitive tickets with accuracy.
- Make outbound calls to participants to verify details.
- Send professional emails to gather required documents.
- Document interactions and outcomes in Jira and other trackers.
🎯 Requirements
- Jira, Zendesk, Aircall or CRM software familiarity.
- Understanding of retirement plans, loans, distributions.
- Strong verbal and written communication for outreach/documentation.
- Excellent organizational skills; manage competing priorities.
- Willingness to learn and adapt to challenges.
- Experience in high-volume, detail-oriented environments a plus.
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