Customer Service Representative – Benefits Disbursement (Remote)

About the role

We are seeking a remote Customer Service Representative to join our Benefits Disbursement team. The role focuses on assisting clients with retirement plan payments such as 401(k), 403(b), Roth IRA and other employee benefit distributions. The position starts in the first week of July and includes a paid 3‑4 week onsite training program.

Key responsibilities

• Respond to inbound client inquiries about periodic and non‑periodic retirement plan payments.
• Explain payment options including lump‑sum distributions, death benefits, rollovers and loan withdrawals.
• Re‑print tax forms, verify participant records and process change‑request forms.
• Perform check reconciliations and support tax processing activities.
• Collaborate with internal departments to ensure accurate and timely disbursement of funds.

Required profile

• Proven experience in an inbound call‑center environment handling employee benefits queries.
• Comfortable working rotational and weekend shifts.
• Strong communication skills, high attention to detail and a focus on client satisfaction.

Required skills

What we offer

• 12‑month contract with the possibility of extension.
• Fully remote work arrangement.
• Paid onsite training (3‑4 weeks) before starting remote duties.