Retirement Services Specialist - UT, On Site

Work onsite in a dynamic, global company. Position Summary The Retirement Services Specialist – Participant Service provides dedicated support to 401(k) plan participants, addressing inquiries related to account access, distribution options and other plan‑related matters. The role handles incoming emails and escalated calls from the call center, working to resolve complex issues with accuracy and empathy. Essential Duties And Responsibilities Respond to participant inquiries via phone and email. Research and resolve escalated calls from the call center. Track and process incoming payroll contribution submissions, ensuring accuracy and timeliness. Review, process, and approve participant transaction requests in accordance with plan rules and internal procedures. Conduct identity verification for participant transactions to ensure compliance and prevent fraud. Monitor contribution files for errors or discrepancies and coordinate resolution with internal teams or clients. Maintain detailed records of transaction processing and issue resolution in the ticketing system. Collaborate with internal departments, recordkeepers, and advisors to ensure timely and accurate processing of participant transactions. Communicate with clients regarding missing or incorrect payroll data and follow up to ensure timely corrections. Assist with reconciliation of contribution data and deposits to ensure proper allocation to participant accounts. Support audit and compliance efforts by providing documentation and transaction history as needed. Process incoming mail and deposits related to contributions and transactions, ensuring proper documentation and handling. Participate in department projects and initiatives related to process improvement and system enhancements. Support team initiatives and project‑based work as required. Perform other duties as assigned by supervisor. Knowledge, Skills, and Abilities Strong customer service skills, with a professional and solution‑oriented approach. Excellent written and verbal communication skills. High attention to detail. Organizational and time‑management skills. Problem‑solving skills. Proficiency with Microsoft Office, especially Excel, Word, and Outlook. Skilled in multitasking across multiple platforms in a fast‑paced environment. Team‑player mentality, with a collaborative and adaptable approach to supporting broader service goals. Education & Experience High School Diploma or equivalent (required). Customer service experience (required). Payroll or employee benefits experience, including 401(k), is a plus. Required Licenses and/or Certifications ASPPA/NIPA credentials a plus, but not required. Physical, Mental, & Communication Demands Frequently required to sit; occasionally required to stand and walk. Specific vision abilities required include close vision, color vision, and ability to adjust focus. Frequently required to talk and hear. Moderate concentration/intensity, which includes prolonged mental effort. Average memory, taking into consideration the amount and type of information. Noise level in the work environment is usually moderate. Environmental Conditions Indoor office environment. May occasionally have moderate noise level from printers or co‑workers. Benefits Health Insurance: Medical, dental, and vision coverage. Retirement Plan: 401(k) with company match. Paid Time Off: PTO, holidays, parental leave, and sick leave as required by applicable state law. Other Benefits: Life insurance, short‑term disability, long‑term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance. #J-18808-Ljbffr