Customer Service Representative I

Utica, NY 13502

Posted: 09/04/2019 Industry: Clerical Job Number: 126075
Customer Service Representative 1 - Utica (Job ID: 1047)


Hours/Week: 40 hours Location: US: NY: Utica
Major Responsibilities:



Summary:
Customer Service Representatives are responsible for responding to retirement plan participant questions and inquiries via phone or e-mail in a timely manner, and logging calls into the Plan Manager system.

Responsibilities:
-Learn and understand Customer Service procedures.
-Become familiar with proprietary computer programs and procedures.
-Study for and pass ASPPA (American Society of Pension Professionals and Actuaries) Retirement Plan Fundamentals Course.
-Provide support to the Consulting Unit (filing, data scrubbing, data entry, mail, etc.).
-Provide support to the Operations Unit (data entry, transaction processing).
-Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

Ancillary Duties:
As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Other information
Experience: Must have Customer Service experience

Applicant Requirements:

Education:
Essential:
* Associates Degree


Competencies and skills:
Essential:
* Attention to Detail
* Computer
* Customer Service
* Microsoft Excel
* Multi-Tasking
* Organization
* Prioritizing
* Verbal Communication
* Microsoft Word
* Written
Nonessential:
* Bilingual


Human Resources Contact: kpezzulo@staffworkscny.Com
Please contact the Staffworks branch office closest to you for more information.
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