Retirement Plan Support Specialist

Community Financial System, Inc.; City of Utica (NY); On-site; USD 35,000 - 55,000; Full time

Job summary

BPAS, Inc. in Utica, NY is seeking a Participant Services Representative to handle retirement plan and benefit inquiries by phone or email with courteous, knowledgeable service.

Education: minimum 2-year degree in Business, Accounting or related field; Experience: customer service required, plus related retirement plan knowledge; bilingual English/Spanish preferred; strong written/oral communication and basic Word/Excel skills.

Qualifications

• Customer service experience required, or a degree in lieu of experience.
• Related experience with retirement plans or benefits plans (FSA, VEBA, HSA) is a plus.
• Well-developed written and oral communication skills.
• Intermediate level competency with Microsoft Word and Excel.
• Bilingual English/Spanish is preferred.

Responsibilities

• Respond to retirement plan and benefit questions via phone or e-mail in a polite, professional manner.
• Learn and maintain knowledge of applicable laws and BPAS policies.
• Become proficient with the software applications used in the position.
• Prepare for ASPPA Retirement Plan Fundamentals Course as applicable.
• Provide assistance to internal departments and help the organization achieve goals.

Skills

Customer service

Communication

Microsoft Word

Microsoft Excel

Bilingual English/Spanish

Education

Two-year degree in Business/Accounting or related field

Job description

BPAS, Inc. in Utica, NY is seeking a Participant Services Representative to handle retirement plan and benefit inquiries by phone or email with courteous, knowledgeable service.

Education: minimum 2-year degree in Business, Accounting or related field; Experience: customer service required, plus related retirement plan knowledge; bilingual English/Spanish preferred; strong written/oral communication and basic Word/Excel skills.