• The Customer Service Representative will support the Retirement Plan Services (RPS) team by assisting Financial Advisors and Client Associates with retirement account servicing and maintenance.
• This role involves opening new retirement accounts, maintaining existing accounts, reviewing documentation, troubleshooting issues, and providing exceptional customer support while ensuring compliance with company policies and procedures.

• Provide professional, accurate, and timely support to clients and internal partners.
• Assist with opening new retirement accounts and maintaining existing retirement accounts.
• Enroll retirement accounts in new products, services, and account features.
• Review required documentation for completeness and accuracy.

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.