Participant Services Representative

Community-Financial-System,-Inc.; City of Utica (NY); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

401K with generous match

Pension

Tuition Reimbursement

Banking Discounts

Paid Holidays

Paid Vacation

Job summary

BPAS, a national retirement plan services provider and subsidiary of Community Financial Systems, Inc., seeks a Participant Services Representative to respond to retirement plan questions by phone or email. Hours are 8:30am–5pm, 40 hours weekly, with benefits and ongoing training opportunities.

You will learn industry content, use applicable software, and study for ASPPA exams. You will assist internal departments and help the company meet its goals while maintaining compliance and quality

Qualifications

• 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.

Responsibilities

• Respond to retirement plan and/or benefit plan participant questions and inquiries via phone or e-mail in a polite, professional, knowledgeable manner.
• Learn and understand industry content. 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 Retirement Plan Fundamentals Course, as applicable.
• Provide assistance to internal departments.
• Assist the department and the Company in achieving goals.
• Maintain proficiency with compliance and training requirements.

Skills

Customer Service

Bilingual English/Spanish

Education

2-year degree in Business/Accounting or related field

Tools

Microsoft Word

Excel

Job description

BPAS is a national provider of retirement plan administration, employee benefit solutions, and fiduciary and trust services. For more than 50 years, we’ve redefined what it means to be a benefits partner. We combine deep expertise, transparent service, and a people-first approach to make benefit plans easier, smarter, and more effective for everyone involved.

As a financially stable subsidiary of Community Financial Systems, Inc. (NYSE: CBU), we support 10,375 plans, $132 billion in trust assets, $1.3 trillion in fund administration, and more than 980,000 participants in partnership with advisors, trustees, and financial professionals across the nation. One partner. Smarter benefits. Better results

Responsibilities

The BPAS team of Participant Services 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.

Hours: 8:30am - 5pm

• Learn and understand industry content. 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
• 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
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Qualifications

• 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
• All applicants must be 18 years of age or older.

Other Job Information

Hours: 40 hours a week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

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 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.

The Company is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $17.50/Hr.

Maximum

USD $23.82/Hr.