Jennifer Boaz
Client Service Representative at Capital Group
- Role
- Customer Service Representative at Capital Group
- Location
- Fullerton, CA, US
- LinkedIn followers
- 500 followers
About Jennifer Boaz
I am a graduate from the University of Long Beach where I obtained a bachelor’s degree in…
Experience
Customer Service Representative
Aug 2022 — Present · Irvine, CA, US
Assists customers via inbound and outbound calls with product information and technical support. Processes purchases & withdrawals from customer accounts involving Traditional, Roth, Inherited, & Simple IRAs. Utilizes SS & C TRAC Retirement Account Servicing to fulfill customers financial goals & needs. Collaborates with financial advisors ensuring accurate fulfillment of retirement plan applications & paperwork. Cooperates with team members daily and provides feedback forquality assurance.
Education
California State University, Long Beach
Bachelor's degree
2018 — 2022
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