At least 1 year or plus of experience as per the job description
Knowledge of Defined Contribution Plans preferred.
Proficiency with Microsoft Office Products preferred
Strong verbal, written, and interpersonal communication skills.
Ability to work well independently as well as within a team.
Strong poise and a professional presence when interacting with internal and external clients.
Good time management, planning and organizational skills.
Strong analytical and problem-solving skills.
Ability to understand and apply technical learning quickly.
Willingness to assume greater responsibility
Duties and Responsibilities
Acts as a liaison between internal departments to assist with the resolution of processing and administrative issues and communicates issues related to daily plan administration to affected internal and external clients.
Acts as a point of contact for the client relationship by ensuring plan data integrity and timely resolution to participant level issues.
Coordinates and resolves complex exceptions generated from the system regarding cash receipts, disbursements, file maintenance, demographics, adjustments, and reporting tasks. Partners with processing teams and other internal clients to ensure resolutions are processed accurately and in accordance with plan provisions and department policies and procedures.
Monitors control reports, provides appropriate resolutions, and seeks preventative measures as needed.
Partners with Relationship Managers in the execution of client service needs.
Adheres to all internal policies, procedures and guidelines in the handling of processing and administrative issues.
Evaluates client relationship to recommend plan and workflow changes to streamline operational efficiencies, resulting in the highest quality of service.
Participates in special projects and performs other duties as assigned.
Help us improve CareerBuilder by providing feedback about this job:
Report this Job
Once a job has been reported, we will investigate it further. If you require a response, submit your question or concern to ourTrust and Site Security Team
privacy and protection,
when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn more.
By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder
Terms and Conditions
for use of our website. To use our website, you must agree with the
Terms and Conditions
and both meet and comply with their provisions.