Retirement & Investment Services: Member Support Pro

WEA Member Benefits; Madison (WI); On-site; USD 40,000 - 56,000; Full time

Job summary

WEA Member Benefits in Madison, WI is seeking a Retirement and Investment Services Member Service Representative I. The role focuses on assisting RIS members with enrollment, contributions, distributions, and tax reporting, delivering accurate information and timely responses to current and prospective RIS members.

Daily duties include phone coverage, information verification, and processing member transactions with careful data entry and compliance.

Qualifications

• Strong customer service and communication skills
• Ability to manage multiple tasks and priorities
• Attention to detail and accuracy in data entry

Responsibilities

• Provide information and support to RIS members and employers about enrollment, contributions, distributions, and tax reporting.
• Verify and process member information and transactions in the online record-keeping system; maintain CORE database accuracy.
• Support with tax reporting obligations and respond to member inquiries with clear explanations.

Skills

Verbal communication

Mathematical skills

Problem solving

Time management

Teamwork

Adaptability

Tools

Microsoft Word

Excel

Job description

WEA Member Benefits in Madison, WI is seeking a Retirement and Investment Services Member Service Representative I. The role focuses on assisting RIS members with enrollment, contributions, distributions, and tax reporting, delivering accurate information and timely responses to current and prospective RIS members.

Daily duties include phone coverage, information verification, and processing member transactions with careful data entry and compliance.