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The key responsibilities of the role include:
Under direct supervision, responds to telephone and email inquiries from employee groups of corporate clients and processes all maintenance as specified. Services include providing information regarding clients 401(k), ESOP and other retirement plans.
Provide plan participants with information about withdrawal and loan provisions, rollovers, account status, etc. Position may be entry-level with opportunity to develop into professional levels. Expected to use some initiative but refers more complex problems to supervisors / experts.
Responds to daily telephone inquiries and requests from defined contribution plan participants.
Demonstrate appropriate call behaviors as outlined by the department.
Assists participants with information about distribution options, loan provisions and eligibility status.
Handle participant requests including electronic fund transfers, monthly benefits, rollovers, loans and tax forms.
Responsible for following established guidelines as well as identifying and resolving routine problems.
Expected to use some initiative but refer more complex problems to supervisors / experts.
Expected to be in compliance with risk management.
Process BPS participant maintenance queues (address changes, tax elections, electronic deposit changes) accurately and within department guidelines.
Facilitates administrative tasks as needed.
Company provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Company partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.
The successful candidate will benefit from having:
Entry level position with prior client service or related experience preferred.
HS Diploma OR GED required.
Knowledge of the company products or client servicing usually acquired through training programs or experience is required to support products for the participants.
Analytical and organizational skills are required to research and resolve inquiries and manage conflicting priorities and workflow. Communication skills are required to respond to daily requests for information from plan documents.
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