Retirement Plan Service Representative Job at System One, Tulsa, OK

Wjd5TElZRGlGZ3RCa2Qxc0hrc3ZhcVRVNnc9PQ==
  • System One
  • Tulsa, OK

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

Tutor Me Education

High School Tutor Job at Tutor Me Education

 ...test-preparation platform that connects tutors with clients and school districts Tutors set their own hourly rate and decide which...  ...tutoring/teaching experience required Familiarity/experience with High School ELA and Math highly preferred Availability during/... 

Aimbridge Hospitality

Housekeeping Manager OEM Job at Aimbridge Hospitality

 ...The Housekeeping Manager is responsible for ensuring efficient operations of the Housekeeping Department in accordance with Aimbridge Hospitality standards as well as supervising the entire Housekeeping Department including rooms front/back of house public areas and laundry... 

In House Jobs | JDHuntr

In House Counsel Jobs California | JDHuntr 63148 Assistant General Counsel $138K - $150K, Syracuse, NY Job at In House Jobs | JDHuntr

 ...which the employer is a party, including civil suits, labor arbitrations and other administrative proceedings (NYS Division of Human Rights, US Equal Employment Opportunity Commission, Offices of Civil Rights, etc.); involves coordinating with outside counsel; overseeing... 

Compass Group

ASSISTANT DIRECTOR FOOD & NUTRITION SERVICES Job at Compass Group

 ...14 Morrison Healthcare is a leading national food and nutrition services company exclusively dedicated to serving more than 600...  ...service team members. Job Summary This leadership position assists the successful operation of Food & Nutrition Services in an... 

Health Care Specialists of America

Physical Therapist - La Mesa - San Diego Job at Health Care Specialists of America

 ...are friendly and team oriented to work with. THE DETAILS: -Monday- Friday - 40 hours -No weekends -Patients are 18+ years old -Excellent compensation and benefits package THE QUALIFICATIONS: -Licensed PT in California or eligible for a California...