Job Information
System One Retirement Plan Service Representative in Tulsa, Oklahoma
System One has partnered with a local company that is searching for a Retirement Plan Services Call Center Representative. This is a customer service position primarily responsible for phone and email communication with retirement plan participants and plan sponsors. Providing excellent customer service in answering all inquiries is critical. This position is also responsible for processing plan participant distribution requests accurately and timely.
Duties:
Respond to plan participant inquiries via phone, fax and email or in-person regarding enrollment, distributions, loans, website access and other plan information
Respond to plan sponsor inquiries via phone, fax and email
Respond to requests for missing information on plan participant data
Develop and maintain excellent customer relationships with plan sponsors
Process plan participant distribution requests timely and accurately
Attend and assist with company-wide client functions as necessary
Other duties as assigned
Qualifications:
Proven strong verbal and written communication skills with a positive attitude
Strong time management and organizational skills
Capable of multi-tasking, while maintaining focus and attention to details
Call Center experience
Good working knowledge of 401(k) retirement plans
Previous banking expereince
Working Relationships:
Internal – Daily contact with Administration, Operations and Investments
External – Daily contact with plan sponsors, clients, plan participants
Hours:
M-F 8:00 a.m. - 5:00 p.m.
System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.
System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.
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