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Participant Services Representative

PCS Retirement

in Telecommute / FL / PA

Logo for PCS Retirement

About PCS Retirement

PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [ 401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

To learn more, visit https://www.pcsretirement.com/

JOB SUMMARY:

Under limited supervision in a high-volume call center, the Participant Services Representative utilizes detailed knowledge and skills obtained through on-the-job training to administer the establishment and maintenance of new and existing client accounts. The person in this position facilitates problem resolution, document processing, and Operations support. This representative follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibilities. Excellent customer service, professionalism, and efficient support to internal and external customers is expected.

JOB ACCOUNTABILITY:

  • Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations.
  • Answers all incoming calls to the operational center regarding client account and compliance questions related to the account / plan type.
  • Scrutinizes basic information contained in all types of plan agreements.
  • Maintains accurate records to ensure all plan requests are completed within regulated time allotment.
  • Provide support and direction regarding required operational processes, polices and timeframes.
  • Assist management in improving procedures and policies to improve efficiency.
  • Assists management to improve department productivity through participation in unit meetings, ongoing training, and self-development.
  • Maintains and files weekly statistical reports.
  • Assists other areas of the department with various functions when volume is high and/or staffing levels are low.
  • Performs other duties and responsibilities as assigned.

SKILLS / EXPERIENCE

  • General understanding of various industry rules and regulations for all plan/product types.
  • Basic office practices, procedures, and methods.
  • Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines.
  • Reasoning and problem-solving skills
  • Communication skills and professional demeanor to interact with all levels of management, other associates, and counterparts at other firms.
  • Work independently and in a team environment.
  • Able to effectively prioritize, as well as manage and execute tasks.
  • Learn and understand the various legal documents required by various companies to process client requests.
  • The ability to read and interpret financial statements.
  • Perform accurate data entry, 10 key by touch, and type at least 30 words per minute.
  • Provide a high level of customer service. 

Additional information

Location can be remote or the Greater Tampa Bay Area.

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool.

We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

How to Apply

Please send cover letter and resume to hr@pcsretirement.com


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