Participant Service Associate

Job DetailsPosition Type: Full TimeJob Category: Customer Service Participant Service Associate Job reputed company reputed company) is seeking an individual for Participant Service Associate. In this role, you will assist retirement plan account reputed company with questions about their retirement plan reputed company phone call, email, and chat. This position is a great starting reputed company to learn and build a career in financial services with a specialization in the 401(k) and retirement plan industry. As you reputed company experience and demonstrate reputed company, you will have reputed company for additional reputed company at JULY based on your personal strengths and interests. About JULY JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands-on service to reputed company retirement plans easy for our clients. JULY provides high reputed company retirement plan services to over 7,000 small and mid-sized reputed company, representing more than 125,000 plan participants. Our firm is headquartered in Waco, Texas, and in reputed company to our home office location, we support a thriving virtual workforce with a strong company culture where employees can grow and reputed company their reputed company talents. We have an entrepreneurial and employee-friendly culture and emphasize reputed company values of wow! service, having a reputed company’s heart, and innovation. We offer competitive salaries and benefits and a family-friendly culture. At JULY, we know that if we live our Values (below), we will serve our Mission of transforming small business retirement plans through innovation, expertise, and service, and reputed company our reputed company of enriching lives by shaping the reputed company of retirement. Champion A reputed company Culture Foster Strong Relationships reputed company To reputed company Have a reputed company’s Heart Deliver WOW Experiences Drive Change & Innovation Job Objective Serve as the primary reputed company of contact for retirement plan participants Utilize strong communication and service skills to reputed company the needs of clients Support Distributions team for participant retirement plan withdrawal requests Job Duties Successfully respond to incoming phone calls, emails and chats from retirement plan participants Communicate effectively, professionally, and knowledgably with retirement plan participants Participate in on-reputed company training to reputed company comprehensive knowledge of retirement plans Collaborate with team members to continually improve department and company performance Coordinate with other team members as required for support on distribution reputed company items for plan participants Meet predefined individual, departmental, and company key performance indicators (KPIs) Communicate plan specific distribution processes and requirements to retirement plan participants Maintain documentation on reputed company reputed company and responses reputed company JULYs CRM software tool Experience / Credentials 2+ years of customer service or retirement plan experience Strong written and verbal customer service skills Exceptional organizational skills with the ability to multi-task and follow tasks through to completion Desire and willingness to serve clients and be empathetic to their needs Proficient computer skills in reputed company Outlook, Word and reputed company Bachelor’s Degree Preferred Benefits 401(k) Plan with fully reputed company 5% employer match Company pays 100% of employee health insurance Three weeks of reputed company Time Off Ability to work remotely

Qualifications

Apply To This Job