Sign upLog in
See more jobs
Iconma logo

Retirement and Benefits Specialist (Customer Service Representative)

Iconma

  • Hopewell, NJ
  • 2 days ago
  • $15.92–$20.99 Per Hour

Highlights

Maintain detailed records of participant interactions and collaborate with internal operations teams to resolve escalated issues or complex account inquiries. Guide participants step-by-step through platform navigation, account inquiries, and how to properly execute various retirement plan transactions.

Numbers & Facts

LocationHopewell, NJ
IndustryManagement Consulting Services
Salary$15.92–$20.99 Per Hour
Company Size2,000 to 2,499 employees
Year Founded2000
Websitehttps://www.iconma.com/

Description

Our client, a banking company, is looking for multiple Customer Service Representatives for their Hopewell, NJ location.
 
The Retirement and Benefits Specialist is dedicated to helping plan participants navigate their financial futures with confidence. In this role, you will support participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. If you have a passion for financial wellness, a sharp eye for accuracy, and a talent for client service, this is a fantastic opportunity to make a meaningful impact.

Key Responsibilities
  • Serve as the primary point of contact for participants in 401(k), pension, and non-qualified deferred compensation plans, delivering clear, empathetic, and accurate information regarding their accounts.
  • Guide participants step-by-step through platform navigation, account inquiries, and how to properly execute various retirement plan transactions.
  • Accurately and efficiently process financial transactions, contributions, distributions, and updates while adhering to strict quality control and compliance standards to ensure error-free execution.
  • Translate complex retirement concepts into easy-to-understand terms to help participants make informed decisions about their savings and benefits.
  • Maintain detailed records of participant interactions and collaborate with internal operations teams to resolve escalated issues or complex account inquiries.

Qualifications & Skills
  • Experience: 1–3 years of experience in customer service, financial services, retirement plan administration, or human resources benefits.
  • Working knowledge of employer-sponsored retirement plans (401(k), pensions, deferred compensation) and relevant regulatory guidelines.
  • Excellent interpersonal, verbal, and written communication skills with a strong customer-first mindset.
  • Exceptional precision and organizational skills, with a proven track record of accurate financial data entry and processing.
  • Comfortable learning proprietary financial systems, recordkeeping software, and standard office applications.
 
Why Should You Apply?
#alljobs
#mcb

Benefits

401K, Employee Referral Program, Life Insurance

About Company

ICONMA is a global information consulting management firm providing Professional Staffing Services and Project-Based Solutions for organizations in a broad range of industries.

  • Corporate Headquarters in Troy, Michigan; 20+ locations worldwide.
  • Certified Woman-Owned Business Enterprise (WBE); certified by Women’s Business Enterprise National Council, National Women Business Owners Corporation (NWBOC); and California Public Utilities Commission (CPUC).
  • Founded in 2000
  • 2000+ Employees

The company was founded on the principle that success is derived from delivering high quality service and resources in the most responsive, flexible, and innovative way. ICONMA invests in people and resources with a single goal: To provide our customers with the highest quality service in the most responsive manner. Through its network of offices, ICONMA provides the resources to help clients maintain their competitive advantage.

Similar Jobs

See more jobs