Participant Services Representative

Job Summary

Delivering exceptional service remotely, the full-time hourly Participant Services Representative will respond to inquiries from 401(k) participants and payroll providers, guiding them through account navigation and providing information on retirement plans.

Key responsibilities

• Respond to inbound inquiries regarding 401(k) plan details and account access through phone, email, and chat
• Educate participants on investment options, distributions, and troubleshooting account issues
• Utilize CRM systems to document interactions and resolve participant concerns efficiently

Required qualifications

• 1+ years of customer service experience, preferably in financial services or retirement plans
• Fluency in English and Spanish, with strong verbal and written communication skills
• High school diploma or GED required; additional education in finance or business is a plus
• Proficiency in Microsoft Office and web-based applications
• Understanding of retirement plan concepts is preferred