Administrative Customer Service Representative
2 weeks ago
Trinity Pension Consultants is a leading regional, independent and non-producing Third-Party Administration firm located in Northeast Ohio. We are seeking a highly motivated and detail-oriented Administrative Customer Service Representative to join our team.
Salary
The estimated salary for this position is $55,000 - $70,000 per year, depending on experience.
Job Description
The Administrative Customer Service Representative will be responsible for providing excellent customer service to clients and stakeholders, communicating and coordinating with customers regarding distribution requests, reading and applying regulations and legal documents, utilizing math skills to run various calculations, ensuring timely processing of transactions, and becoming an expert in Trinity's systems, processes, procedures, service standards, and qualified retirement plan distribution options.
Required Skills and Qualifications
- Dedicated to client retention and able to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
- Able to learn, apply, and explain new technical knowledge in a simplified manner, with outstanding communication and computer/software skills.
- An individual who demonstrates trustworthiness, adaptability, and responsiveness, with residence in or willingness to relocate to Northeast Ohio.
- Prior experience with qualified retirement plans is preferred, along with a Bachelor's Degree in a related field.
Benefits
- We offer a competitive salary, Paid Time Off (PTO), Seasonal shortened workweeks or hour days, Paid Holidays, 401(k) retirement plan, Medical, Dental, Vision, H.S.A. effective Day 1, Life Insurance, LTD, STD.
All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
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