Retirement Plan Client Service Specialist

Ridgeland, MS 39157

Posted: 02/24/2020 Industry: None Job Number: 243197 City: Ridgeland Type: Direct Hire

Job Description

RETIREMENT PLAN CLIENT SERVICE SPECIALIST:

This position will be responsible for managing the needs of retirement plan clients by being the primary line of communication and liaison between the client and internal company departments and external sources, i.e. Financial Advisor, plan contact, plan record-keeper, via telephone and electronic communication; develop, foster, and maintain positive relationships internally and externally. Must be able to learn, understand, and professionally communicate 401(k) plan processes, as directed by the company, in a timely manner. This position directly contributes to client retention and client satisfaction. Will work in multiple systems that are web-based and are required to manage workload and assist clients, as well as perform administrative functions within the systems; effectively manage and balance multiple and sometimes competing priorities.

REQUIREMENTS:

  • Seven (7) or more years of continuous account management experience

  • 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

  • Ability to maintain a professional respectful service demeanor at all times

  • 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

PREFERENCES:

  • Benefit and/or retirement plan experience

  • Financial, auditing, or brokerage firm experience

  • 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).

PAY RATE: Depending on experience, this position has the potential to pay at a hourly rate of $19.23 to $22.00 per hour, plus company benefits

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 melinda@tempstaff.net or contact our office at 601-353-4200.

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