Customer Operations Specialist – Tax-Savvy Finances
Listed on 2026-11-04
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Finance & Banking
Banking & Finance, Business Administration -
Customer Service/HelpDesk
Banking & Finance
Symetra is hiring a Customer Operations Representative to review and process financial and non-financial activities for Deferred Annuity products, handling withdrawals, transfers, and recurring payments. You will contact customers and agents to gather required information and ensure compliance with tax regulations and IRA vs NQ account nuances.
The role emphasizes collaboration, accuracy, and customer-centric service, with a remote-first/hybrid setup and a strong benefits package designed to
This posting is for the Customer Operations Specialist – Tax-Savvy Finances role at Symetra, based in Bellevue, WA, United States.
Are you ready to take on the Customer Operations Specialist – Tax-Savvy Finances role at Symetra?
We would love to welcome a new Customer Operations Specialist – Tax-Savvy Finances to our organisation in Bellevue, WA, United States.
For the Customer Operations Specialist – Tax-Savvy Finances position at Symetra, we are reviewing applications now.
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