Benefits CSR

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🕒 5 days ago

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iShare Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

🤝 B2B

🏢 Enterprise

B2B • Enterprise

iShare Inc. is a New Jersey–based boutique IT consulting firm that provides strategic advisory, software development, and staffing services focused on helping organizations adopt the right technologies for business improvement and transformation. The firm emphasizes practical, people-centered consulting—guided architecture, automation, BI, and information security—delivered by senior leaders with deep enterprise experience across industries such as chemicals/manufacturing, healthcare, software, and professional services. iShare positions itself as a trusted, hands-on B2B partner offering white‑glove service and industry-aware IT solutions to mid-market and enterprise clients across the US.

📋 Description

• Responding to client inquiries regarding retirement plan payments, including periodic and non-periodic payments. • Assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals. • Reprinting tax forms, verifying current record information, sending change request forms to participants as requested.

🎯 Requirements

• Strong ability to communicate effectively with clients and provide high-quality customer service. • Familiarity with retirement plan payments, lump sum distributions, death benefits, rollovers, and loan withdrawals • Familiarity with banking products, payment systems, and financial transactions (checking, debit cards, ACH, bill payments). • Excellent customer service skills with the ability to manage multiple types of inquiries. • Ability to follow structured processes and maintain high accuracy levels. • Strong verbal communication skills and professional telephone etiquette. • Ability to work under supervision and follow established guidelines. • Experience in financial services or call center operations is a plus.

🏖️ Benefits

• Remote work options