Client Associate

7 hours ago


Chesterfield, United States Pension and Retirement Services, LLC Full time
Job description

We are looking for a person to support the team's day-to-day tasks associated with participant requests for Plan distributions and loans, as well as assisting with contribution submissions each payroll for select clients. The position requires professional written and verbal communication, ability to prioritize multiple tasks within given timeframes, and ability to lookup and interpret plan document terms and various recordkeeper procedures. This job does require some in-office duties, but remote work is an option when needed. A person who is friendly, proactive, and detail-oriented would be best in this role.

Primary Duties:

  • Answer phone and email inquiries
  • Identify and process all written and electronic distribution and loan requests
  • Identify and obtain additional documentation as needed for requests to be in good order
  • Identify eligibility for transactions requested
  • Calculate vesting for participant account balances
  • Confirm that submitted requests are processed correctly
  • Enter enrollment forms and update client and participant records as needed
  • Communicate with all parties (clients, participants, internal team members, and vendors) in a professional manner
  • Other duties as needed

Qualifications Requested:

  • 2 or 4 year post-high school degree, or equivalent experience (retirement plan, financial services, or banking industries preferred)
  • Basic proficiency in Microsoft Word applications (Outlook, Word, and Exce



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