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Client Services Representative


in Remote / Shrewsbury NJ / Delray Beach FL

Logo for NPPG

Client Services Representative is a beginning to mid-level position. 

Essential Duties and Responsibilities:

  • Process and complete plan distributions and loans with minimal supervision and without error
  • Assist participants and clients with any questions or concerns or direct them to the appropriate location to get the needed answer or information
  • Ongoing communication with employers and/or participants regarding plan distributions and loans
  • Prepare and send projected eligibility per instructions by employers and plan sponsors
  • Must become knowledgeable of relevant aspects of pension trust accounting and law
  • Complete familiarity with all company policies and procedures
  • Other duties as assigned from time to time by the Client Services Manager

Other Qualifications

  • Two years related experience and/or training; or equivalent combination of education and experience
  • Must have strong financial, accounting and spreadsheet computer skills 
  • Must be able to work effectively in a stressful situation and meet tight deadlines 
  • Work requires strong interpersonal skills
  • Must be able to multitask
  • Experience with Relius Administration software a plus

How to Apply

Please forward email to

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