Client Advocate Team - Retirement Services

2+ years of client service experience Strategic and analytical problem solving skills, successful at managing and meeting project deadlines. Strong knowledge of financial product lines and tax experience preferred Must be able to work overtime with little notice due to requirements of the workload Excellent Customer Service skills in writing and phone etiquette Bachelor’s Degree preferred but not required

Provide Customer Service Support. On a daily and continuous basis CSS will receive inbound and make outbound calls to provide Customer Service support to CSP's, Internal Business Partners, agents and customers Prioritize activities, seeking the input and cooperation of others, getting approvals, tracking down information and coordinate your work flow every day Adapt to changing incoming workflow needs. The quantity and types of incoming financial documents and phone call activity changes throughout the day, week and month based on seasonal issues, company practices and tax requirements Handle special projects that are assigned with more complex problem accounts to coordinate and resolve. Some of these projects include dealing with unusual customer requests, evaluating and resolving escalated phone calls and high priority cases Maintain high levels of performance despite working with different team members. Working through and with others despite these on-going changes is an essential aspect of top performers in this position Proficiently use financial administration systems. Accurately inputting information and quickly navigating through our systems is a prerequisite to success in this position Initiate the resolution of incomplete financial documents Initiate the resolution of incomplete financial documents. Cases that can’t be processed need to be sent to the appropriate personnel for resolution and notification made to the appropriate Internal Department and agent