Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Comprehensive health and welfare benefits, including competitive pay and incentives
- Flexible work schedules and the ability to work remotely
- Tuition reimbursement and student loan repayment programs available
- Commitment to employee well-being and community support
- Inclusive culture and diverse workplace environment

What to Expect (Job Responsibilities):
- Answer all inquiries in a professional manner and educate retirement plan participants on available options
- Assist participants in accessing their accounts online and resolving their requests
- Identify process improvement opportunities to enhance team efficiency while maintaining exceptional service
- Consult with Client Service and Admin Service teams to provide assistance as needed
- Maintain confidentiality and comply with all applicable regulations and policies

What is Required (Qualifications):
- High School Diploma or GED; college degree preferred
- 1-2 years of customer service experience and previous contact center experience required
- Proficient written and oral communication skills with excellent interpersonal abilities
- Ability to manage multiple priorities and work within required deadlines
- Willingness to work some overtime and flexible hours, specifically 9-6 PM or 8-6 PM EST

How to Stand Out (Preferred Qualifications):
- Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration
- Proficiency with Microsoft Office products (Word, Excel, and PowerPoint)
- Bilingual in Spanish and English preferred
- Completion of ASPPA exams or equivalents
- Experience with OMNI, Relius, and recordkeeping systems

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