Participant Services Agent/EST
Position: Participant Services Agent (10am-6:30pm EST)
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Participant Services Agent (10am-6:30pm EST)
Participant Services Agent (10am-6:30pm EST)
Philadelphia
Company Overview:
PCS Retirement, LLC 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.
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. Provide excellent customer service, professionalism, and efficient support to internal and external customers.
Available Shift:
10am-6:30pm EST
Job Responsibilities:
• Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations.
• Answer all incoming calls regarding client account and compliance questions.
• Scrutinize basic information contained in all types of plan agreements.
• Maintain accurate records to ensure all plan requests are completed within regulated time allotment.
• Provide support regarding required operational processes, policies, and time frames.
• Assist management in identifying outdated or ineffective procedures and policies.
• Assist management to improve department productivity through participation in unit meetings and ongoing training.
• Maintain and file weekly statistical reports for the department.
• Perform general clerical activities, including faxing, copying, and filing.
• Assist other areas of the department with various functions when volume is high.
• Perform other duties and responsibilities as assigned.
Requirements:
• General understanding of all job functions within Operations.
• General understanding of various industry rules and regulations.
• Organizational and time management skills to prioritize workflow.
• Reasoning and problem-solving skills to research and resolve general problems.
• Operating standard office equipment and using required software applications.
• Communication skills and professional demeanor.
• Ability to work independently and in a team environment.
• Ability to work well under stress created by time deadlines.
• Learn and understand various legal documents.
• Perform accurate data entry and typing at least 30 words per minute.
• Provide a high level of customer service.
• Reliable internet connection with a minimum speed of 50 MBps.
Compensation:
The average salary for this position is expected to be between $16.82 and $28.85 an hour, depending on multiple factors. Other rewards and benefits may include 401(k) match, paid-time off, etc.
Remote Work:
For all virtual remote positions, we require an uninterrupted virtual work space and an internet work speed of 50 MBps or better. Ensure that you are able to meet these expectations before applying.
Additional Information:
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. We are an Equal Opportunity Employer.
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Apply Now
All Jobs >
Participant Services Agent (10am-6:30pm EST)
Participant Services Agent (10am-6:30pm EST)
Philadelphia
Company Overview:
PCS Retirement, LLC 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.
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. Provide excellent customer service, professionalism, and efficient support to internal and external customers.
Available Shift:
10am-6:30pm EST
Job Responsibilities:
• Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations.
• Answer all incoming calls regarding client account and compliance questions.
• Scrutinize basic information contained in all types of plan agreements.
• Maintain accurate records to ensure all plan requests are completed within regulated time allotment.
• Provide support regarding required operational processes, policies, and time frames.
• Assist management in identifying outdated or ineffective procedures and policies.
• Assist management to improve department productivity through participation in unit meetings and ongoing training.
• Maintain and file weekly statistical reports for the department.
• Perform general clerical activities, including faxing, copying, and filing.
• Assist other areas of the department with various functions when volume is high.
• Perform other duties and responsibilities as assigned.
Requirements:
• General understanding of all job functions within Operations.
• General understanding of various industry rules and regulations.
• Organizational and time management skills to prioritize workflow.
• Reasoning and problem-solving skills to research and resolve general problems.
• Operating standard office equipment and using required software applications.
• Communication skills and professional demeanor.
• Ability to work independently and in a team environment.
• Ability to work well under stress created by time deadlines.
• Learn and understand various legal documents.
• Perform accurate data entry and typing at least 30 words per minute.
• Provide a high level of customer service.
• Reliable internet connection with a minimum speed of 50 MBps.
Compensation:
The average salary for this position is expected to be between $16.82 and $28.85 an hour, depending on multiple factors. Other rewards and benefits may include 401(k) match, paid-time off, etc.
Remote Work:
For all virtual remote positions, we require an uninterrupted virtual work space and an internet work speed of 50 MBps or better. Ensure that you are able to meet these expectations before applying.
Additional Information:
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. We are an Equal Opportunity Employer.
#J-18808-Ljbffr
Apply Now