Participant Service Associate

Job Summary

Serving as the primary point of contact for retirement plan participants, the full-time Participant Service Associate will assist clients with inquiries via phone, email, and chat while supporting the Distributions team with withdrawal requests.

Key responsibilities

• Respond to incoming communications from retirement plan participants effectively and professionally
• Participate in ongoing training to develop comprehensive knowledge of retirement plans
• Collaborate with team members to improve departmental performance and meet key performance indicators

Required qualifications

• 2+ years of customer service or retirement plan experience
• Exceptional organizational skills with the ability to multi-task
• Desire and willingness to serve clients with empathy
• Proficient in Microsoft Outlook, Word, and Excel
• Bachelor's Degree preferred