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Client Services Specialist - Retirement Services
Location:
Atlanta, GA
Description:
Performs skilled technical work as a member of the retirement services call center staff: receiving and responding to retirement plan participants, member jurisdiction staff, and outside parties; entering, updating, and maintaining data regarding calls; entering, tracking, and closing distribution and other applications for benefits, providing information regarding status upon request; and related work as apparent or assigned. Work is performed under the moderate supervision of the Client Services Manager. Position Responsibilities Customer Service Answers calls from all retirement plan participants, member jurisdictions, attorneys, beneficiaries and other interested parties; determines nature of calls, responds to questions, provides assistance or forwards calls to appropriate staff; Explains technical procedures, regulations, laws or rules to members of the public or internal clients; communicates frequently with plan participants regarding the status of outstanding requests; maintains associated records; Sends requested distribution and/or change forms to participants, member jurisdictions and local authorities as requested; Assists participants and member jurisdictions in navigating the DC & DB Websites. Provides and exhibits outstanding customer service, teamwork, and organizational commitment that reflects well on the entire Association; Supports the Association through the support of division or program staff and interaction with local governments and authorities; has knowledge of and general understanding of the programs and services offered by the Association; Administration Receives on-line and other web-based participant and jurisdiction inquiries; responds directly or forwards to appropriate staff; download and upload files to the Secure Web database; Interviews plan participants to determine qualification for account hardship distributions; collects, researches, and evaluates data using a variety of tools including internal databases and the internet to verify eligibility of plan participants; closes out all calls, participant inquiries, distribution, and other requests in Call Center upon completion of action; Assists the Senior Client Services Specialist with reviewing severe financial hardship requests for 457(b) plan participants; prepares appropriate documentation for approved requests, updates retirement program and individual records and distributes to designated staff for processing; Enters 457(b), and 401(a) distribution applications and other requests into the Microsoft Access database; verifies accuracy and completeness of applications and communicates with plan participants, jurisdictions, and other entities to obtain additional information; Completes research in response to DB inquires and enters notes accordingly into the IPASMaster system (IPM) regarding notice of retirement, lump sum, death, and other types of payments; Types a variety of documents including correspondence, forms, reports, spreadsheets, presentations, etc. where a knowledge of format and presentation is necessary, answers routine correspondence independently; Supports the Senior Client Services Specialist and Client Services Manager with special projects; Operates a variety of standard office equipment. Education and Experience Moderate (typically 2-4 years) customer service experience in a call center environment, retirement services administration preferred; or Bachelor's degree with coursework in business administration, finance, or related field; or Equivalent combination of education and experience
Company:
Association County Commissioners Of Ga
Posted:
April 15 on ApplicantPro, TalentPlusHire
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More About this Listing: Client Services Specialist - Retirement Services
Client Services Specialist - Retirement Services is a Customer Service Client Services Specialist Job at Association County Commissioners of Ga located in Atlanta GA. Find other listings like Client Services Specialist - Retirement Services by searching Oodle for Customer Service Client Services Specialist Jobs.
Client Services Specialist - Retirement Services is a Customer Service Client Services Specialist Job at Association County Commissioners of Ga located in Atlanta GA. Find other listings like Client Services Specialist - Retirement Services by searching Oodle for Customer Service Client Services Specialist Jobs.