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Retirement and Benefits Specialist (Customer Service Representative)
ICONMA, LLC
🇺🇸 United States
On-site
4 days ago
$15.92 – $20.99 / hour
- Pension
4 days ago
TheRetirement and Benefits Specialist is dedicated to helping plan participants navigate their financial futures with confidence. In this role, you will support participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. If you have a passion for financial wellness, a sharp eye for accuracy, and a talent for client service, this is a fantastic opportunity to make a meaningful impact.
Key Responsibilities
- Serve as the primary point of contact for participants in 401(k), pension, and non-qualified deferred compensation plans, delivering clear, empathetic, and accurate information regarding their accounts.
- Guide participants step-by-step through platform navigation, account inquiries, and how to properly execute various retirement plan transactions.
- Accurately and efficiently process financial transactions, contributions, distributions, and updates while adhering to strict quality control and compliance standards to ensure error-free execution.
- Translate complex retirement concepts into easy-to-understand terms to help participants make informed decisions about their savings and benefits.
- Maintain detailed records of participant interactions and collaborate with internal operations teams to resolve escalated issues or complex account inquiries.
Qualifications & Skills
- Experience: 1–3 years of experience in customer service, financial services, retirement plan administration, or human resources benefits.
- Working knowledge of employer-sponsored retirement plans (401(k), pensions, deferred compensation) and relevant regulatory guidelines.
- Excellent interpersonal, verbal, and written communication skills with a strong customer-first mindset.
- Exceptional precision and organizational skills, with a proven track record of accurate financial data entry and processing.
- Comfortable learning proprietary financial systems, recordkeeping software, and standard office applications.
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
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Retirement and Benefits Specialist (Customer Service Representative) · ICONMA, LLC