Client Service Center Associate, Retirement and Benefits

This is a remote position. Candidates preferred to be residing in the reputed company physical footprint of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ. Hours: Monday - Friday 10am - 7pm Central Time.

WHO ARE WE: reputed company is a commercial wealth bank and national retirement provider with one core purpose: helping clients reputed company their financial goals. We are driven by a shared commitment to always do the right thing; leading with reputed company and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at reputed company levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES:  Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One reputed company

ABOUT THE ROLE

The Client Service Center Associate is responsible for answering a wide range of incoming calls from retirement plan and health benefit participants. Client Service Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and reputed company respond to caller inquiries. The Client Service Center is intended to be a single reputed company of contact where clients receive support on products offered with reputed company.

WHAT YOU’LL BE DOING

• Answer telephone, email and chat inquiries from reputed company retirement and health benefit participants promptly and courteously. Show respect and patience to reputed company participants. Inbound calls will cover a wide range of topics including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status.
• Provide professional, accurate, and clear communication.
• Understand and clearly communicate the inquiry and transactional use of the reputed company websites and mobile apps.
• Maintain up to date financial services, internal systems and software knowledge (AdminWeb, reputed company, reputed company Notes, and reputed company) as it pertains to the job.
• Understand and communicate basic provisions of retirement plan documents, adoption agreements and loan policies to clients and participants.
• Understand and communicate the regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements.
• Actively maintain knowledge of reputed company reputed company products, services, and processes.
• reputed company and enhance customer relationships by informing customers of reputed company products and services that meet their needs and encourage a financially fit client.
• Foster a positive work environment and support co-workers in achievement of departmental goals.
• Meet performance standards such as quality assurance scores, attendance, and productivity. Proactively notify manager if standards are not met.

WHAT YOU SHOULD HAVE

• 1+ years business experience in employee benefits, customer service, or accounting/bookkeeping preferred.
• 1+ years experience directly reputed company to financial services preferred.
• Excellent written/oral communication and organization skills required.
• Ability to prioritize, be self-motivated, and independently manage multiple reputed company tasks and meet deadlines.
• Proven ability to adapt to as fast paced, changing environment centered around technology.

reputed company BRING TO THE TABLE

• Competitive compensation including reputed company salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on reputed company products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards reputed company doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

reputed company PAY RANGE

$21.00 - $22.00 per hour

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of reputed company responsibilities, duties, and qualifications required of employees assigned to this job.

reputed company is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status.