Retirement Plan Client Service Specialist (CSS)

Ridgeland, MS 39157

Posted: 10/26/2019 Industry: Customer Service Job Number: 242508 City: Ridgeland Type: Direct Hire

Job Description

RETIREMENT PLAN CLIENT SERVICE SPECIALIST needed to be responsible for managing the needs of clients by being the liaison between the client, internal departments and external sources (i.e. Financial Advisor, plan contact, plan record-keeper),and develop positive internal/external relationships. They must be able to understand and communicate 401(k) plan processes, as directed by the company, in a timely manner. This person will work in multiple systems that are web-based. They will be required to manage their workload and assist their assigned clients, as well as perform administrative functions within the systems; effectively manage and balance multiple and sometimes competing priorities. This position has no supervisory responsibilities.



  • 7+ years of continuous account management experience

  • 5+ years of continuous benefit and/or retirement plan experience

  • Financial, auditing, or brokerage firm experience preferred

  • Operational knowledge related to benefit and/or retirement plans, i.e. deferrals, contributions, distributions, loans, calculations, testing, Form 5500, Safe Harbor, self-funded insurance plans, premiums, claims, employer sponsored savings accounts (MSA, HSA)

  • Demonstrated ability and willingness to take full responsibility for assigned client plans, communicating professionally (both verbal and written) with clients, collaborating with colleagues, and proactively assisting clients

  • Demonstrated ability to multi-task, complete work in a timely manner, meet deadlines, and work in a fast-paced environment to create high-quality services

  • Demonstrated ability to strategically manage workload and clients requests, as well as attend to detail to ensure quality and accuracy

  • Ability to adapt to an ever-changing environment; government regulations and company/system processes and procedures

  • Proficient knowledge of the Internet, web-based solutions, MS Outlook, MS Excel and MS Word

BENEFITS: Excellent benefits package offered for employees after probation period

If you review the job description and the requirements above and your skills are a match, please click the APPLY ONLINE button below. Click the appropriate link as either a First Time Applicant or a Returning Applicant and follow the prompts. If asked, please select the PROFESSIONAL BRANCH . If you have any questions, email or contact our office at 601-353-4200.

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