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Investor Services Associate
ICMA-RC
Richmond, VA, United States
Job Details - this job has expired, please see similar jobs below
Description
Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Client Services team.
This position is responsible for being the primary point of contact for ICMA-RC's plan participants and investors. The unit is responsible for responding to participant and investor inquiry and transaction needs with the goal of building retirement security.
The objective of this position is to address participants' questions or concerns in the areas of investments, plan regulations, account specific information, online support, account maintenance, and account transactions via telephone in a professional, timely and accurate manner.
Essential functions for this role include:
• Provide excellent service to participants by utilizing effective listening skills to identify and address stated and unstated needs
• Demonstrate the ability to utilize effective communication skills to diffuse challenging situations and provide accurate and complete information in a clear, courteous, manner
• Demonstrate basic knowledge of ICMA-RC’s products and services and the rules and regulations governing retirement plans
• Preform account maintenance (masterfile changes) and account transactions (loans and disbursement requests and request fulfillment) in a timely and accurate manner
• Assist participants with form completion, transaction processing and inquires, online access, plan enrollment, system navigation, and account specific inquiries
• Research, track and resolve basic account issues by working with other associates or departments
• Add value by directing participants to other resources, products, and services available within ICMA-RC as applicable
• Other duties as assigned
Requirements
If you have the following credentials, we encourage you to apply:
• BA/BS degree
• 0-1 year of experience in financial services or similar environment; retirement plan record keeping experience is a plus
• Ability to effectively communicate via telephone and written communication
• Ability to utilize active listening
• Ability to research and resolve issues
• Proficient in MS Office including Outlook
• Ability to interact with others in a courteous and professional manner
• Ability to work under pressure
• Working knowledge of multiple recordkeeping systems (CIS DBS EES OMNI), preferred
• Ability to process transactions with a high degree of accuracy, preferred
• Bilingual (Spanish speaking) candidates is a plus
For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider ICMA-RC, and respond in strictest confidence. ICMA-RC is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.