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Contributions Specialist

Wespath Benefits and Investments

in Glenview IL

Logo for Wespath Benefits and Investments

Wespath Benefits and Investments, recognized as a 2017-2021 Chicago’s Best and Brightest Companies to Work For® and a 2018-2020 National Best and Brightest Companies to Work For®, has an opportunity for a Contributions Specialist in our Customer Service department in Glenview, IL.

As a Contributions Specialist you’ll support our retirement plan participants and plan sponsors by processing their incoming funds for our six (6) retirement plans thereby ensuring their accounts are accurate. In addition, you’ll respond to plan sponsor and participant questions by phone and email.

More specifically, you will have the opportunity to:

  • Post contributions to participant accounts and correct billing issues
  • Work with plan sponsors on contributions resolutions
  • Research and correct system transactions relative to contributions
  • Drive customer satisfaction by answering incoming inquiries via phone or email and processing tasks in a manner that meets or exceeds service level targets.

What Does Wespath Offer?

  • Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one
  • 8% employer contribution to retirement plan with an additional match up to 2% on day one
  • 17 days of PTO + 11 paid holidays
  • First shift, Monday-Friday work schedule with opportunity for a hybrid work arrangement
  • Dress-for-Your Day dress code

Minimum Requirements/Qualifications:

  • Associates Degree or equivalent work experience
  • 2+ years of customer service experience
  • Working knowledge of MS Office and the ability to navigate between multiple applications
  • Proficient oral and written communication skills
  • Able to perform basic math functions and possesses analytical skills to interpret data and resolve problems
  • Ability to learn and understand complex plan designs and administration systems

Preferred Requirements/Qualifications:

  • Bachelor’s Degree
  • Work experience in the employee benefits or financial services industries
  • Knowledge of Defined Contribution, Defined Benefit, 401(k) or 403(b) Pension Plans
  • Familiarity with or working knowledge of Omni system.

How to Apply

Apply Now

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