Bilingual Participant Services Representative

Job Summary

A company is looking for a Bilingual Participant Services Representative I.

Key Responsibilities:

• Personalize and relay accurate plan-specific information to participants regarding their retirement savings plans
• Facilitate participant experiences with services and respond to plan-related inquiries via telephone
• Support division projects and assist with administrative and servicing functions as assigned

Required Qualifications:

• Minimum 2 years of financial or industry experience, or equivalent education/experience
• Experience in a high-volume, direct customer contact service environment preferred
• Associate's degree preferred
• Fluency in Spanish is a must
• Knowledge of retirement plans, investment securities, and general understanding of relevant regulations is desired