Support Specialist

Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Millennium Trust, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture

• Training Schedule/Shift: 8 a.m. CT to 4:30 p.m. CT.
• Regular Schedule/Shift: 10:30 a.m. CT to 7 p.m. CT.

HOW YOU WILL SOAR:
The Support Specialist is a key role in supporting customer requests and answering inquiries. The Support Specialist is responsible for providing support to clients through direct verbal and written communications regarding Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, Third-Party Administrators and interaction with internal Millennium departments. This position is challenging, fast paced, but rewarding while delivering one superior quality experience at a time. This position requires partnering closely with the customer to provide valuable insights, education, and direction for on-line support that would be most value to our customers.

• Handle all incoming and outgoing customer phone calls
• Respond to email, voicemail and chat inquiries from customers
• Provide high-quality, customer-focused answers by educating customers account opening, distribution, investment processes, IRAs and IRS codes
• Handle troubleshooting inquiries for Web and Online issues including consult with customers to support easy navigation of the available online tools, from checking an account balance to submitting claims.
• Accountable for resolving issues without management intervention to remove barriers for the member
• Accountable to protect sensitive customer information with discretion
• Responsible for all levels of member engagement, while prioritizing effectively to meet member service goals / deadlines
• Maintain a professional approach to client service, consistent with MTC protocol and service levels .
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Highschool Diploma , GED or college degree
• 1-3 of years of experience in customer service
• Bilingual language skills preferred
• Prior call center experience preferred, but not required
• Computer knowledge and skills, comfortable learning new systems
• Able to learn, memorize and retain information
• Knowledge of investment vehicles, savings and retirement tools, and Salesforce CRM and Trust Accounting System preferred
• Can adapt to a fast-paced environment
• Proficiency in Microsoft Excel, Word and Outlook
• An aptitude for prioritization and multi-tasking
• Problem solving and analytical skills
• Attention to detail and accuracy

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.