Participant Service Center Representative

Job Summary

A company is looking for a Participant Service Center Representative.

Key Responsibilities

• Provide outstanding customer service through handling calls, emails, and faxes for plan participants
• Assist participants with inquiries regarding account balances, withdrawals, and fund transfers
• Collaborate with team members to enhance customer service and resolve participant issues

Required Qualifications

• High school diploma or GED required; associate's degree preferred
• Minimum of 2 years of customer service experience; financial services experience is a plus
• Basic knowledge of retirement plan services and daily recordkeeping
• Experience with Microsoft Office applications
• Defined Benefit or Defined Contribution experience preferred