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Administrative Customer Service Representative
1 month ago
Are you passionate about delivering exceptional customer service and working in a dynamic environment? Do you have a strong attention to detail and excellent communication skills? We are seeking a highly motivated and organized Administrative Customer Service professional to join our team at Trinity Pension Consultants.
About UsTrinity Pension Consultants is a leading regional, independent, and non-producing Third-Party Administration firm with a strong presence in the retirement plan industry. We are committed to providing our clients with exceptional service and support, and we are looking for talented individuals who share our values.
Job SummaryThe Administrative Customer Service role is responsible for providing exceptional customer service to our clients and stakeholders, communicating and coordinating with them regarding distribution requests, and ensuring timely processing of transactions. This role requires strong communication and interpersonal skills, attention to detail, and the ability to work in a fast-paced environment.
Key Responsibilities- Communicate and coordinate with clients and stakeholders regarding distribution requests
- Read, interpret, and apply regulations and legal documents
- Utilize math skills to run various calculations
- Ensure timely processing of transactions
- Become an expert in Trinity's systems, processes, procedures, service standards, and qualified retirement plan distribution options
- Accurately bill for participant distributions
- Assist with cross-departmental functions as needed
- Assist with various operational projects as deemed necessary by management
To be successful in this role, you will need to have:
- Dedicated to client retention
- 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
- An outstanding communicator and possess intermediate computer/software skills
- An individual who demonstrates trustworthiness, adaptability, and responsiveness
As a valued member of our team, you will enjoy a range of benefits, including:
- Salary dependent on experience
- 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
We are an equal opportunity employer and welcome applications from diverse candidates. Please note that we are not considering candidates who require immigration sponsorship or work authorization for this role.