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Job description
Retirement Services Specialist – Participant ServiceThe Retirement Services Specialist – Participant Service, provides dedicated support to 401(k) plan participants, addressing a wide range of inquiries related to account access, distribution options, and other plan related matters. This role handles incoming emails, as well as escalated calls from the call center, working to resolve complex issues with accuracy and empathy.Essential Duties and Responsibilities:Respond to participant inquiries via phone and email.Research and resolve escalated calls from the call center.Track and process incoming payroll contribution submissions, ensuring accuracy and timeliness.Review, process, and approve participant transaction requests in accordance with plan rules and internal procedures.Conduct identity verification for participant transactions to ensure compliance and prevent fraud.Monitor contribution files for errors or discrepancies and coordinate resolution with internal teams or clients.Maintain detailed records of transaction processing and issue resolution in the ticketing system.Collaborate with internal departments, recordkeepers, and advisors to ensure timely and accurate processing of participant transactions.Communicate with clients regarding missing or incorrect payroll data and follow up to ensure timely corrections.Assist with reconciliation of contribution data and deposits to ensure proper allocation to participant accounts.Support audit and compliance efforts by providing documentation and transaction history as needed.Process incoming mail and deposits related to contributions and transactions, ensuring proper documentation and handling.Participate in department projects and initiatives related to process improvement and system enhancements.Support team initiatives and project-based work as required.Perform other duties as assigned by supervisor.Knowledge, Skills, and Abilities:Strong customer service skills, with a professional and solution-oriented approachExcellent written and verbal communication skillsHigh attention to detailOrganizational and time management skillsProblem solving skillsProficiency with Microsoft Office, especially Excel, Word, and OutlookSkilled in multitasking across multiple platforms in a fast-paced environmentTeam player mentality, with a collaborative and adaptable approach to supporting broader service goals.Education & Experience:High School Diploma or equivalent is requiredCustomer service experience is requiredPayroll or employee benefits experience, including 401(k), is a plusRequired Licenses and/or Certifications: ASPPA/NIPA Credentials a plus, but not requiredPhysical, Mental, & Communication Demands:Frequently required to sit; occasionally required to stand and walk.Specific vision abilities required include close vision, color vision, and ability to adjust focus.Frequently required to talk and hear.Moderate concentration/intensity, which includes prolonged mental effort.Average memory, taking into consideration the amount and type of information.Noise level in the work environment is usually moderate.Environmental Conditions: Indoor, office environment. May occasionally have moderate noise level from printers, or co-workers.Disclaimer: This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.This position is eligible for the following benefits: Health Insurance: Medical, dental, and vision coverage Retirement Plan: 401(k) with company match Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
Worksite address
salt lake city, UT, 84121, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.