We have an excellent opportunity for a Retirement Plan Call Center Representative in our Charlotte, Participant Service Center. This position will be
responsible for responding to participants' questions and requests for information on their Qualified, Non-Qualified and Defined Benefit Retirement Plans.
S/he will answer incoming telephone calls in the participant service center, assisting
participants with obtaining account information, enrollment questions, execute transaction requests (such as loans, distributions and fund transfers) and respond to participant questions by obtaining information from the appropriate person or system. In
addition, the Retirement Plan Call Center Representative will assist participants with retirement projections and modeling as it relates to Newport’s online gap analysis tool, as well as help educate participants on proper asset allocations. S/he
will also respond to electronic participant inquiries and voicemails as well as assist other departments with call out requests.
Bachelor's degree from an accredited university.
three years of experience working in a related position in the retirement services industry.
Non-qualified plan knowledge is a plus.
Must be proficient with Microsoft suite of products.
Excellent communication skills, both
written and verbal, and a strong attention to detail.