Client Advocate Team - Retirement Services

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💎 Seniority level: Junior, 2+ years

📍 Location: United States

🔍 Industry: Retirement Services

🏢 Company: CorebridgeFinancial

🗣️ Languages: English

⏳ Experience: 2+ years

🪄 Skills: SQLAnalytical SkillsMicrosoft ExcelCustomer serviceAttention to detailTime ManagementWritten communicationAdaptabilityProblem-solving skillsVerbal communicationClient relationship managementStrong communication skillsFinancial analysis

Requirements:

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

Responsibilities:

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.
Handle special projects that are assigned with more complex problem accounts to coordinate and resolve.
Maintain high levels of performance despite working with different team members.
Proficiently use financial administration systems.
Initiate the resolution of incomplete financial documents

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