Senior Customer Service Associate
Equitable
Salt Lake City, UT
12.2019 - Current
- Greeted customers and listened closely to problems described to determine solutions.
- Promptly responded to answering 45-60 inbound calls daily troubleshooting resolution from simple - to complex requests; while leveraging expertise to find appropriate solutions to market sensitive complex inquiries from Clients and Financial Planner
- Conferred with customers about concerns with products or services to resolve problems, send out forms for disbursements, rollovers/transfers, change of Beneficiary's, updates, or any retirement planning questions.