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Participant Service Representative

Professional Capital Services

in Philadelphia, PA

Principal Responsibilities 

  • Field inbound telephone inquiries regarding service related topics; utilize online tools to answer participant questions; accept and accurately process transactions including investment allocation changes, transfers, loans & PIN re-sets ; perform quality review of all transactions processed to verify accuracy; document all interactions using the firm’s contact management software.
  • Build and enhance relationships with retirement plan participants through effective issue resolution, professional and courteous exchanges, and plan provision education.
  • Take ownership of participant and plan related issues by researching account activity and interacting with various internal parties to resolve the issue; promptly follow up with participants via outbound telephone calls; follow through with internal parties via telephone calls and email as needed.

Required Qualifications 

  • Minimum 1 year of related call center experience in a professional, customer service environment
  • Demonstrated ability to communicate effectively and professionally
  • Experience handling customer questions and addressing customer issues
  • Strong organizational and time-management skills
  • Strong verbal and written communication skills
  • Ability to work effectively within a team environment
  • Flexibility to work overtime and varied shifts as requested 

Preferred Skills

  • 401k Qualified Retirement Plan knowledge strongly preferred
  • Bachelor’s Degree
  • Proficiency with Microsoft Office applications including Outlook, Word, & Excel
  • Bilingual (English & Spanish) preferred but not required

How to Apply

Qualified candidates should send resumes directly to

This ad has been viewed 712 times. It expires on 7/16/2017.

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