Customer Service Rep (Retirement Plan)

Job Description

Job Description

Customer Service Specialist (Retirement Plans)

6-Month Contract

Are you detail-oriented, analytical, and passionate about helping others? We're seeking a Customer Service Specialist to support retirement plan administration by assisting with plan setup, onboarding, data review, and ongoing client support.

In this role, you'll work directly with employers to ensure retirement plans are established accurately, data is processed correctly, and complex regulations are followed. This is an excellent opportunity for someone with strong administrative skills, critical thinking abilities, and experience working with detailed financial or retirement plan information.

What You'll Do

• Support the setup and onboarding of new retirement plans
• Review and import data while ensuring accuracy and compliance
• Balance transactions and troubleshoot discrepancies
• Communicate with employers regarding plan setup and ongoing plan needs
• Interpret and apply retirement plan rules, regulations, and processes
• Process administrative tasks requiring strong attention to detail
• Analyze information and resolve issues using critical thinking skills

Required Qualifications

• Experience or knowledge of retirement plan administration
• Experience with data review, data imports, and balancing transactions
• Strong critical thinking and problem-solving skills
• Ability to understand and apply complex rules and regulations
• Excellent attention to detail and accuracy
• Strong organizational and administrative processing skills

Preferred Qualifications

• Experience supporting new business onboarding
• Strong customer service and communication skills
• Experience coordinating with clients, employers, or external stakeholders

Related Experience

• Customer Service Representative
• Customer Support Specialist
• Retirement Plan Administrator
• Benefits Administrator
• Administrative Assistant

If you enjoy working with detailed information, solving problems, and helping clients navigate important retirement benefits, we'd love to hear from you!

Pay Details: $23.00 to $24.00 per hour

Search managed by: Jeanne Carney

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.