Customer Experience Specialist 2 - Participant Contact Center (Hybrid for Training)

Job description

What You'll Do We’re looking for a Customer Experience Specialist 2 to join our Participant Contact Center (PCC)! In this role, you’ll educate and assist 401K participants by answering inbound phone inquiries about their retirement accounts and help them take action to prepare for retirement. Correspond with customers via inbound and outbound phone calls or additional channels and provide quality customer service. Handle complex product calls, emails or chats and resolves situations real-time while building foundational financial knowledge. Potential opportunity to secure your FINRA Series 6 license. This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are 4+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Demonstrates excellent verbal and written communication…