Experienced Customer Service Representative – Retirement Plans

Join careerzynith, a leading provider of trusted financial products and advice, in our mission to Fulfilling Life. We're seeking an experienced Customer Service Representative to support our Retirement Plans team, providing exceptional service to our clients and helping them achieve their financial goals.

About careerzynith

careerzynith is a mutual-based organization that has been helping individuals and families achieve financial security for over [number] years. Our commitment to volunteering and community support, employee well-being, and providing quality products and services has earned us a reputation as a company that cares. We're proud to be an Equal Opportunity Employer, committed to an inclusive culture and diverse workplace, enriched by our individual differences.

Job Summary

As a Customer Service Representative on our Retirement Plans team, you'll be responsible for providing exceptional service to our clients, answering their inquiries, and educating them on available distribution, rollover, and consolidation options. You'll work under limited supervision, providing guidance to entry-level associates or peers, and identifying process improvement opportunities to increase efficiency and effectiveness of the team.

Key Responsibilities

* Answer all inquiries in a professional manner, maintaining an understanding of the requirements relating to retirement plan participants

• Educate retirement plan participants on available distribution, rollover, and consolidation options and assist participants throughout each process
• Assist participants in accessing their account online; assist in resolving retirement plan participants' requests
• Assist in participant education regarding online functionality (i.e., online enrollment, transfers, loans, and withdrawals)
• Become a stakeholder in the future of our organization by identifying process improvement opportunities to increase efficiency and effectiveness of the team and still maintain an exceptional level of service
• Protect assets by adhering to all applicable regulations, policies, and procedures, regulatory requirements, process requirements, and established risk guidelines
• Produce professional correspondence and demonstrates professional verbal communication and customer service skills
• Consult with the Client Service and Admin Service teams to provide assistance as volumes dictate
• Investigate and resolve participant issues and share the results with appropriate parties
• Provide written instructions to involved parties
• Maintain the confidentiality of the retirement plan participant to protect and insure compliance with policy and procedures
• Maintain a very global level of knowledge in Retirement Plan areas (New Business, ERISA Plan Services, and Client Services) and remain familiar with daily processing requirements in these areas
• Effectively coordinates, joins, and/or participates in discussions. May serve on committees to improve procedures and resolve problems within teams and across the department
• Other duties as assigned

What You Bring

* H.S. Diploma or GED

• College degree preferred
• 1-2 years' customer service experience and previous contact center experience required
• Retirement Plans Experience preferred
• Special skills or knowledge:

+ Required: Proficient written and oral communication skills. Must be able to manage a number of priorities at one time while working within required deadlines. Proficient customer focus with excellent interpersonal skills. Ability to assume ownership and ability to work within a team environment. Must have a high level of curiosity and show willingness to learn new methods, procedures. + Preferred: Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration. Proficiency with Microsoft Office products (Word, Excel, and PowerPoint). ASPPA exams or equivalents. Knowledge of OMNI, Relius, and recordkeeping systems. + Bilingual in Spanish and English preferred.

What We Offer

* Our company motto is "Fulfilling Life," and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.

• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules, and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

Work Environment and Company Culture

* This position is remote, and you'll have the flexibility to work from home.

• Our company culture is built on a foundation of mutual respect, open communication, and a commitment to excellence.
• We're a team-oriented organization that values collaboration, innovation, and continuous learning.

Compensation and Perks

* Competitive salary

• Comprehensive health and welfare benefits
• 401(k) plan with company match
• Flexible work schedules and time off to care for yourself and others
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

How to Apply

If this role sounds like a perfect fit, don't hesitate. Apply today and let's build the future together. Apply for this job