Participant Services Agent

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $20 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations. • Answers all incoming calls into the operational center regarding client account and compliance questions related to the account/plan type. • Scrutinizes basic information contained in all types of plan agreements. • Maintains accurate records/notes to ensure all plan requests are completed within regulated time allotment. • Provide support and direction regarding required operational processes, polices and timeframes. • Assists management in identifying procedures and policies that are outdated or ineffective. • Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development. • Maintains and files weekly statistical reports for the department. • Performs general clerical activities, including faxing, copying and filing. • Assists other areas of the department with various functions when volume is high and/or staffing levels are low. • Performs other duties and responsibilities as assigned.

🎯 Requirements

• General understanding of all job functions within Operations. • General understanding of various industry rules and regulations that must be followed for all plan/product types. • Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines. • Reasoning and problem-solving skills to research and resolve general problems. • Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence. • Communication skills and professional demeanor to interact with all levels of management, other employees and counterparts at other companies. • Work independently and in a team environment as well as cooperation with supervisor. • Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries. • Learn and understand the various legal documents required by various companies in order to process client requests. • Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system. • Read and interpret financial statements. • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities. • Perform accurate data entry, 10 key by touch, and type at least 30 words per minute. • Provide a high level of customer service. • Reliable internet connection, candidate must have in home Wifi to support the duties required to carry out the job.

🏖️ Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off