RETIREMENT PLAN SERVICES CALL CENTER REPRESENTATIVE
Tulsa, Oklahoma
Experience: 3
Category: Administrative & Clerical
Brand: System One
Compensation Range: 18.00 - 20.00 Per Hour
Job ID: 321581
Date Posted: 06/14/2024
Shortcut: http://jobs.systemone.com/Fg8YU0
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
M-F 8:00am-5:00pm
System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, and MOUNTAIN, LTD., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.
System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.
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