Participant Services Representative

Community Financial System, Inc.; Washington (District of Columbia); On-site; USD 42,000 - 64,000; Full time

Job summary

BPAS, a national provider of retirement plan administration and fiduciary services, seeks a Participant Services Representative in the Washington, DC area to assist plan participants via phone or email with professionalism.

The role requires a 2-year degree preferred, strong customer service and communication skills, and the ability to handle multiple tasks with attention to detail; bilingual English/Spanish is a plus. Training includes ASPPA coursework and compliance with regulations.

Qualifications

• Two-year degree in business, accounting, or related field preferred.
• Experience in customer service or related field with retirement plans is a plus.
• Strong written and verbal communication skills; detail-oriented and organized.

Responsibilities

• Respond to retirement plan and benefit questions via phone or email in a polite, professional manner.
• Learn and understand industry content and applicable laws and regulations.
• Proficient with software applications used in the position and internal processes.
• Support internal departments and assist the team to meet company goals.
• Maintain ongoing compliance with policies, procedures and training requirements.

Skills

Customer service

Communication skills

Organizational skills

Bilingual English/Spanish

Education

Associate degree in Business/Accounting or related

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description

Job Description

OverviewBPAS 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.
• 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.