Customer Service Representative
4 weeks ago
Community Financial System, Inc. is a leading provider of employee benefits administration, trust services, collective investment fund administration, and actuarial consulting services to customers nationwide. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and over 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.
Responsibilities- Respond to retirement plan and/or benefit plan participant questions and inquiries via phone or email in a polite, professional, and knowledgeable manner.
- 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.
- Assist 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.
- 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.
Competitive salary, commensurate with experience, plus potential for annual merit increase. Benefits include 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts, and more.
Physical RequirementsThe 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.
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