Customer Service Representative

4 months ago

Spokane, United States Community Financial System, Inc. Full time

Overview:

Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

Responsibilities:

The BPAS team of Participant Services Representatives is responsible for responding to retirement plan and/or benefit plan (FSA, VEBA, HSA) participant questions and inquiries via phone or e-mail in a polite, professional, knowledgeable manner. You must take pride in and truly enjoy assisting others.

Hours: 8:30am - 5pm M-F PST

Learn and understand industry content. Maintain proficient knowledge of all laws and regulations applicable to this position

Become proficient with software applications utilized in the position

Study for and pass ASPPA (American Society of Pension Professionals and Actuaries) Retirement Plan Fundamentals Course, as applicable

Provide assistance to internal departments

As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws, and regulations applicable to this position, ensure adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

Qualifications:

Minimum 2 year degree in Business, Accounting or related field preferred

Customer Service experience required, or a degree in lieu of experience. Related experience working in some capacity with retirement plans or benefits plans (FSA, VEBA, HSA) also a plus

Well-developed written and oral communication skills; highly organized and show an attention to detail; ability to prioritize work assignments and multitask; display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills. Bilingual (English/Spanish) is preferred

All applicants must be 18 years of age or older.

Min:
USD $19.00/Hr.

Max:
USD $25.60/Hr.

Other Job Information:

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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