• Answer incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists • Process financial transactions upon request of callers • Explain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines • Assist participants through navigation of the automated voice response system and website for financial transactions • Run disbursement quotes and respond to managerial feedback

• Work in collaboration with a team of associates and launch your financial services career in our call center! • Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. • Provide excellent service within our call center for our customers’ retirement savings accounts • Educate and empower our customers without having to make cold calls or sales • Communicate critical plan updates and changes • Process contribution changes, loans, and withdrawals • Process general account changes upon direction from the customer

• Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers and third-party plan specialists • Provide excellent service within our call center for our customers’ retirement savings accounts • Educate and empower our customers without having to make cold calls or sales • Communicate critical plan updates and changes • Process contribution changes, loans, and withdrawals • Process general account changes upon direction from the customer

Role Description We are looking for a Remote Customer Experience Associate to join our team. In this role, you’ll provide support for client-facing activities, including: - Scheduling - Communications - Event coordination You’ll assist with confirmations, itineraries, and other details to ensure a smooth and positive experience for every client. Qualifications - Must be 18 years of age or older - Access to a computer or smartphone with reliable internet - Strong written and verbal communication skills - Organized and able to multitask effectively - Previous experience in administrative support, hospitality, or events is helpful but not required Requirements - Communicate with clients via email, chat, and phone - Confirm schedules, appointments, and event-related details - Maintain accurate client records and updates - Support internal teams with coordination tasks - Provide proactive and friendly assistance to ensure client satisfaction Benefits - Daily pay available - Flexible scheduling - Exclusive company perks - Opportunities for growth - Supportive and inclusive work environment Company Description We are an equal opportunity employer and encourage applicants from all backgrounds to apply.