Job Description

System One has partnered with a local company that is in search for a Retirement Plan Services Call Center Representative. This is a customer service position primarily responsible for phone and email communication with retirement plan participants and plan sponsors.  Providing excellent customer service in answering all inquiries is critical.   This position is also responsible for processing plan participant distribution requests accurately and timely.

Duties: 

• Respond to plan participant inquiries via phone, fax and email or in-person regarding enrollment, distributions, loans, website access and other plan information
• Respond to plan sponsor inquiries via phone, fax and email
• Respond to requests for missing information on plan participant data
• Develop and maintain excellent customer relationships with plan sponsors
• Process plan participant distribution requests timely and accurately
• Attend and assist with company-wide client functions as necessary
• Other duties as assigned

Qualifications:

• Proven strong verbal and written communication skills with a positive attitude
• Strong time management and organizational skills
• Capable of multi-tasking, while maintaining focus and attention to details
• Call Center experience
• Good working knowledge of 401(k) retirement plans

Working Relationships:

• Internal – Daily contact with Administration, Operations and Investments
• External – Daily contact with plan sponsors, clients, plan participants

Hours: 
M-F 8:00am-5:00pm 

Job Tags

Contract work, Local area,

Similar Jobs