Participant Service Representative
Location:
WA - Seattle
Apply nowGeneral Description: The Participant Service Rep acts as the primary resource for answering retirement plan participant questions regarding their account, assist with submitting automated transactions, and process non-automated requests.
Responsibilities:
- Answer telephone calls as received, return voicemail messages within 2-4 hours, and respond to emailed questions within 24 hours
- Research and resolve participant account issues utilizing internal resources and/or contacting vendors
- Provide instructions to participants regarding retirement plan rules and requirements, completing forms and using the available technology (web site and automated phone access)
- Unlock, and assign access codes to new enrollees and maintaining automation routines
- Process all types of distributions, and updating data on record keeping system (SRT) within department stated timeframes
- Process loan re-amortization and deemed distributions on SRT
- Log/track inquires to Call Center
- Complete all requests in a timely manner as stipulated in SSAE-16
- Archive back-up documentation for all completed requests
- Maintain data sources and records per department practices
- Review and submit instructions to custodian for issuing account distributions/disbursements.
- Recommend and participate in upgrades and enhancements to technology, including scheduling, testing, etc.
- Generate and distribute of annual tax forms for participants of select clients
- Complete enrollment kit requests for existing clients
Knowledge, Skills and Abilities:
- High level of computer literacy including working knowledge of Window, Excel, Word and Access, prior use of Schwab Retirement Technologies (SRT) preferred
- Excellent oral and written communications skills
- Prior customer service experience Bilingual preferred
- Understanding of daily valuations, daily processing and mutual funds
- Positive attitude, cooperative team player, adaptable to new or changing circumstances
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
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