Pension Representative

Job Summary

Seeking a detail-oriented and customer-focused Pension Representative, the full-time position will provide remote support to fund constituents by delivering accurate information and assistance regarding retirement benefits, preferably from the tri-state area.

Key responsibilities:

• Serve as the primary point of contact for fund constituents, addressing inquiries through various communication channels
• Ensure accurate and timely management of participants' retirement benefits to foster trust and enhance customer experience
• Utilize technology systems to maintain detailed records and explain complex pension information clearly and professionally

Required qualifications:

• College degree or equivalent experience required; Bachelor's degree strongly preferred
• Minimum of 1 year of customer service experience
• Experience in the financial services industry, particularly with pension rules and regulations, is highly advantageous
• Proficiency with technology systems related to fund accounts
• Ability to multitask effectively in a fast-paced environment