BPAS Participant Services Representative Utica, NY

Community Financial System, Inc.; City of Utica (NY); On-site; USD 42,000 - 62,000; Full time

Job summary

BPAS, Inc. in Utica, NY is seeking a Participant Services Representative to handle retirement and benefit plan inquiries via phone or email. The role emphasizes exceptional customer service, accuracy, and confidentiality in a fast-paced environment.

Education: Minimum 2-year degree in Business, Accounting or related field preferred. Experience in retirement plans is a plus. The position requires strong communication skills, organizational ability, and willingness to learn BPAS policies and

Qualifications

• Minimum 2 year degree in Business, Accounting or related field preferred.
• Customer Service experience required, or a degree in lieu of experience.
• Experience with retirement plans or benefits plans is a plus.

Responsibilities

• Respond to retirement plan and benefit plan inquiries via phone or e-mail in a polite, professional manner.
• Provide assistance to internal departments as needed.
• Maintain knowledge of applicable laws and BPAS policies and procedures.
• Assist in learning and passing the ASPPA Retirement Plan Fundamentals Course, as applicable.

Skills

Written & oral communication

Organization

Prioritization

Multitasking

Microsoft Word

Microsoft Excel

Bilingual (English/Spanish)

Education

2-year degree in Business/Accounting

Tools

Microsoft Word

Microsoft Excel

Job description

BPAS - Participant Services Representative - Utica, NY (Job ID: 2656)Hours/Week: 40 hours Location: US:NY:UticaRelevant experience and education will be taken into consideration when determining actual starting pay rate.

Hours: Multiple Shifts M-FIf you enjoy interacting with people, providing outstanding customer service and are looking for a rewarding career, BPAS may be the right place for you! BPAS, Inc. is a national provider of retirement plans, benefit plans, fund administration and collective investment trusts. We service over 3,800 retirement plans and more than 450,000 participants in total. The BPAS team of Customer Service Representatives is responsible for responding to retirement plan and/or benefit plan (FSA, VEBA, HSA) participant questions and inquiries via phone or e-mail in a polite, professional, knowledgeable manner. You must take pride in and truly enjoy assisting others.

Education: 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.Skills:
• 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.

• Learn and understand industry content. Maintain proficient knowledge of all laws and regulations applicable to this position.
• Learn BPAS Customer Service policies and procedures
• 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.
• As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Physical Requirements: The 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, sit, user hands to finger, 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.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.Community Bank System, Inc. is an Affimitive Action, Equal Opportunity Employer who fully embraces diversity - minorities/fem ales/veterans/individuals with disabilities/sexual orientation/gender identity.