Retirement Plans Participant Services Specialist

Benefit Plans Administrative Services, Inc.; Spokane (WA); Hybride; USD 24 000 - 33 000; Plein temps

Avantages offerts par ce poste

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Résumé du poste

Community Financial System, Inc. (CFSI) is seeking a BPAS Participant Services Representative to handle retirement and benefit plan inquiries by phone or email. Responsibilities include learning industry content, using internal software, and supporting various departments while maintaining regulatory compliance.

Hours are Monday–Friday, 8:30 AM–5:00 PM Pacific Time. CFSI emphasizes equal opportunity employment, strong benefits, and professional development opportunities for employees.

Qualifications

• Minimum 2 year degree in Business, Accounting or related field preferred
• Customer Service experience required, or a degree in lieu of experience.
• Bilingual English/Spanish preferred
• All applicants must be 18 years of age or older.

Responsabilités

• Respond to retirement plan and benefit plan questions via phone or email in a polite, professional manner
• Learn industry content and stay updated on applicable laws and regulations
• Become proficient with software applications used in the position
• Study for and pass ASPPA Retirement Plan Fundamentals Course, as applicable
• Support internal departments and assist to help the organization achieve goals
• Maintain compliance with laws, regulations, policies, and internal controls

Connaissances

Customer Service

Bilingual English/Spanish

Microsoft Word

Microsoft Excel

Formation

Associate degree in Business or Accounting

Outils

Microsoft Word

Microsoft Excel

Description du poste

Community Financial System, Inc. (CFSI) is seeking a BPAS Participant Services Representative to handle retirement and benefit plan inquiries by phone or email. Responsibilities include learning industry content, using internal software, and supporting various departments while maintaining regulatory compliance.

Hours are Monday–Friday, 8:30 AM–5:00 PM Pacific Time. CFSI emphasizes equal opportunity employment, strong benefits, and professional development opportunities for employees.