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Operations Specialist-Retirement

Operations Specialist-Retirement

CompanyVoya Financial
LocationNew York, NY, USA
Salary$51220 – $64030
TypeFull-Time
Degrees
Experience LevelMid Level, Senior

Requirements

  • FINRA Series 6 required, 63 preferred or obtain in 3 months
  • 3-5 years insurance industry customer service experience
  • Demonstrated attention to detail
  • Strong verbal and written communications skills

Responsibilities

  • Reviews and processes form related requests from Plan participants
  • Processes transactions related to operations’ functions
  • Reconciles and verifies accuracy of information
  • Refers incoming information to other staff members as appropriate
  • Provides customer service to clients
  • Answers and resolves customer complaints and questions in an efficient and friendly manner
  • Communicates problems to associates in other areas
  • Monitors accounts and reports for accuracy
  • Communicates status of transactions to clients
  • Other duties as assigned.

Preferred Qualifications

  • High school diploma or equivalent. College degree preferred.