Customer Service Representative
2 weeks ago
Work with Utah Retirement Systems (URS) to ensure the successful administration of our Defined Contribution Savings Plans.
About the RoleThis advanced-level position requires a high level of technical and administrative expertise. As a key member of our team, you will perform a variety of duties related to day-to-day operational functions, including answering in-bound phone calls, processing participant applications, and investigating customer issues.
Key Responsibilities- Answering inbound phone calls to educate and counsel members on tax-advantaged investing in URS Savings Plans.
- Meeting with plan participants to discuss plan provisions, options, and potential ramifications of investing in URS plans.
- Processing participant applications, including regular and hardship withdrawals, plan loans, loan defaults, Required Minimum Distributions (RMD), W-4Rs, IRA conversions, and re-characterizations.
- Acting as a department cashier by accepting payments and reconciling receipt books.
- Investigating, researching solutions, and responding to customer issues received by mail, phone, email, and other sources in a timely and appropriate manner.
To be successful in this role, you will require excellent communication skills, strong analytical abilities, and a high level of integrity. You must also be able to maintain confidentiality and work effectively in a team environment.
Requirements- Associate degree and two years of related experience; or an equivalent combination of education and experience.
- Call-center experience, industry certifications, experience in retirement plans, and sales are preferred qualifications.
- Strong technical skills, including proficiency in Microsoft Office programs and basic bookkeeping and accounting procedures.
- Excellent verbal and written communication skills, with the ability to communicate effectively with customers and colleagues.
We offer a competitive salary range of $50,000 - $65,000 per year, depending on experience, plus benefits and opportunities for career growth and development.
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