About this opportunity
Mindlance lists this Data Entry Operator - Senior (6-10 years) opportunity in omaha, Nebraska. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Personal Choice Investment Services (PCIS) Conversion SpecialistAs a Personal Choice Investment Services (PCIS) Conversion Specialist, you will provide superior service to our Third-Party Administrators (TPA), Independent Record-keepers, and participants providing seamless account and plan transfers. It's this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage.What you'll do:The Conversion Specialist will promote client retention and identify opportunities to build existing relationships through timely and accurate transfer processing and service quality.Process incoming, outgoing, and internal retirement account transfers.Provide value-add recommendations to increase operational efficiencies.Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.What you have:Previous experience working with Third Party Administrators (TPA's) and Independent Record-Keepers or AdvisorsExcellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.Strong customer contact skills, along with excellent interpersonal, verbal, and written communication skills.Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.Intermediate to Advanced technical skills, with the ability to utilize multiple applications at one time, including Windows, internet researching, database systems, and email.Benefits:Health insurance401(k)
Worksite address
omaha, NE, 68102, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.