Participant Services Agent (11:30am-8pm EST) - Philadelphia & Tampa at PCS Retirement, LLC

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Mar, 26

Salary

20.0

Posted On

08 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bilingual, Organizational Skills, Time Management, Problem-Solving Skills, Microsoft Office, Communication Skills, Customer Service, Data Entry, Attention to Detail, Recordkeeping, Clerical Activities, Teamwork, Adaptability, Regulatory Knowledge, Financial Statement Interpretation

Industry

Financial Services

Description

Description 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 all 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 achieve 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 perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Provide excellent customer service, professionalism and efficient support to internal and external customers. Available Shift: 11:30am-8pm EST Job Responsibilities Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations. Answers all incoming calls into the operational center regarding client account and compliance questions related to the account/plan type Scrutinizes basic information contained in all types of plan agreements. Maintains accurate records/notes to ensure all plan requests are completed within 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 when volume is high and/or staffing levels are low. Performs other duties and responsibilities as assigned Requirements Bilingual in English and Spanish (written and verbal communication) General understanding of all job functions within Operations. General understanding of various industry rules and regulations that must be followed for all 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 Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence. Communication skills and professional demeanor to interact with all 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. Perform accurate data entry, 10 key by touch, and type at least 30 words per minute. Provide a high level of customer service. Reliable internet connection, candidate must have in home Wifi to support the duties required to carry out the job. Remote Work Information For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check 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, base pay offered may vary depending on multiple individualized factors, including market location, job-related 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 our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform 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 origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Responsibilities

The Participant Services Agent administers the establishment and maintenance of client accounts, facilitates problem resolution, and provides operational support. They are responsible for answering calls regarding client account questions and ensuring compliance with industry regulations.