management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira - General knowledge of ERISA rules...
of experience within the operations sector. - Familiarity within the financial services industry. - Familiarity with Zendesk...
technical issues and elevate complex cases as needed. - Utilize Zendesk, Aircall, and internal CRM systems for tracking.... - Knowledge of retirement plans or financial account management (401k, IRA) is advantageous. - Proficiency in Zendesk and Aircall...
such as Google Workspace, Slack, Salesforce, Zendesk, and Jira - General knowledge of ERISA rules and requirements, and experience...
cases. Systems and Reporting - Utilize Zendesk, Aircall, and internal CRM systems for performance tracking and case... in a fast‑paced, remote environment. - Familiarity with Zendesk, Aircall, or similar CRM/support platforms. - High attention...
management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira - General knowledge of ERISA rules...
of experience within the operations sector. - Familiarity within the financial services industry. - Familiarity with Zendesk...
such as Google Workspace, Slack, Salesforce, Zendesk, and Jira - General knowledge of ERISA rules and requirements, and experience...