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Associate Operations Specialist

1 month ago

Murfreesboro, United States Mutual of America Financial Group Full time

Mutual of America Financial Group Job Title: Associate Operations Specialist (Participant Processing) Department: Participant Services Department Location: Phoenix, AZ (Hybrid) Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: This individual, as a member of the Participant Services Department, will provide service support to Client Relationship Managers (CRMs), group plan participants, and individual contract holders. The primary responsibility is to provide support by fulfilling participant-level transactions/requests submitted from the Regional Office, 800 Line or other Company representatives. The Participant Services Department will receive team requests from these areas via a Salesforce workflow, such as requests for written correspondence, account statement reprints, and research. In addition, staff from this team would provide support to Withdrawal Processing and Beneficiary Claims departments as needed. Responsibilities: The individual will serve as support for the requests initiated by participant calls and inquiries. Day-to-day responsibilities include processing participant level transactions/requests such as: Document reprints Assistance with researching account history and transactions Processing limited financial and non-financial transactions related to participant inquiries Responding to participant requests for information Processing limited financial transactions and non-financial account updates. Maintaining associated Salesforce records and initiating Salesforce cases for the specific tasks to the appropriate department(s). Act as liaison for requests that may require a call back for more specific or complex requests and/or fulfillment of electronic or mail correspondence. Required Qualifications: Excellent business writing, presentation, and phone skills. Ability to handle pressure, prioritize, and multitask during a business day. Ability to work flexible hours. Valid driver’s license. Active FINRA SIE and Series 6, or must be obtained within the first 180 days of employment. Preferred Qualifications: Experience processing claims or working in banking/financial service processing departments. Transactional experience, particularly in client/individual services. What we offer you: Competitive base salary. Annual Bonus. Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment. 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in Company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay. Parental Leave: 8 weeks fully paid. Paid time off: 20 days plus two floating personal holidays. Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. #J-18808-Ljbffr