Jennifer Boaz
Customer Service Representative @Capital Group
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WORK HISTORY
Customer Service Representative @Capital Group
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
ABOUT JENNIFER BOAZ
I am a graduate from the University of Long Beach where I obtained a bachelor’s degree in…
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