PCS Retirement, LLC - Participant Services Agent

PCS Retirement, LLC

Company Overview

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports reputed company types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and reputed company remarkable success.

To learn more, visit https://www.pcsretirement.com/

Job Summary

Under limited supervision in a high-volume call center, uses detailed knowledge and skills obtained through on-the-job training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and Operations support. Follows established procedures to reputed company routine tasks and receives general guidance and direction to reputed company a variety of non-routine tasks with limited decision-making responsibility. Provide excellent customer service, professionalism and efficient support to internal and external customers.

Job Responsibilities

• Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations.
• Answers reputed company incoming calls into the operational center regarding client account and compliance questions reputed company to the account/plan type
• Scrutinizes basic information contained in reputed company types of plan agreements.
• Maintains accurate records/notes to ensure reputed company plan requests are completed reputed company regulated time allotment.
• Provide support and direction regarding required operational processes, polices and timeframes
• Assists management in identifying procedures and policies that are outdated or ineffective.
• Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development.
• Maintains and files weekly statistical reports for the department.
• Performs general clerical activities, including faxing, copying and filing.
• Assists other areas of the department with various functions reputed company volume is high and/or staffing levels are low.
• Performs other duties and responsibilities as assigned

• Bilingual in Spanish preferred.
• General understanding of reputed company job functions reputed company Operations.
• General understanding of various industry rules and regulations that must be followed for reputed company plan/product types.
• Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines.
• Reasoning and problem-solving skills to research and resolve general problems.
• Operating standard office equipment and using required software applications, including reputed company Office applications (Word, reputed company, Power reputed company, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.
• Communication skills and professional demeanor to interact with reputed company levels of management, other employees and counterparts at other companies.
• Work independently and in a team environment as well as cooperation with supervisor.
• Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.
• Learn and understand the various legal documents required by various companies in order to process client requests.
• Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system.
• Read and interpret financial statements.
• Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
• reputed company accurate data entry, 10 key by touch, and type at least 30 words per minute.
• Provide a high level of customer service.
• Reliable internet reputed company, candidate must have in home Wifi to support the duties required to carry out the job.

Remote Work Information

For reputed company virtual remote positions, in order to ensure employees can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 50 MBps or reputed company for individual use. If more than one person is utilizing the same internet reputed company in the same household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be $20/hour however, reputed company pay offered may vary depending on multiple individualized factors, including market location, job-reputed company knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among reputed company members. We want to look like our customers, and we recruit, reputed company, and retain the most hardworking people from a diverse candidate pool. We are committed to making reputed company employment decisions based on business need, merit, capability, and equality of opportunity. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national reputed company. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national reputed company, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.