Retirement Services Specialist, Participant Service - UT - On Site

Distro
Utah
Workplace: OnsiteFull timeUSD 1 - 2 monthlyFunction: Solutions Engineering & Sales EngineeringEducation: high_schoolSkills: ["Customer service","Communication","Attention to detail","Organizational skills","Problem solving"]

Support 401(k) plan participants by handling inbound phone and email inquiries, including escalated issues from the call center. Research and resolve complex participant problems with accuracy and empathy, track transactions through the ticketing system, and process contributions and participant requests according to plan rules. Verify participant identities, monitor contribution files for errors, coordinate with internal teams, and assist with reconciliation and audit/compliance documentation.

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FursaFursa
Distro
Distro
2 days ago

Retirement Services Specialist, Participant Service - UT - On Site

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Support 401(k) plan participants by handling inbound phone and email inquiries, including escalated issues from the call center. Research and resolve complex participant problems with accuracy and empathy, track transactions through the ticketing system, and process contributions and participant requests according to plan rules. Verify participant identities, monitor contribution files for errors, coordinate with internal teams, and assist with reconciliation and audit/compliance documentation.
Location: Utah
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key 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 and participant transaction requests according to plan rules.
  • •Conduct identity verification for participant transactions to ensure compliance and prevent fraud.
  • •Maintain records in the ticketing system and support audit/compliance documentation as needed.

Pay and Benefits

Salary: USD 1 - 2 monthly
Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveLife InsuranceDisabilityEmployee AssistanceFlexible SpendingIdentity TheftLegal InsurancePet Insurance

Key Requirements

  • •High School Diploma or equivalent is required.
  • •Customer service experience is required.
  • •Payroll or employee benefits experience, including 401(k), is a plus.
  • •Proficiency with Microsoft Office, especially Excel, Word, and Outlook.
  • •ASPPA/NIPA credentials are a plus (not required).
Experience:401(k)
Education:High School
Skills:Customer serviceCommunicationAttention to detailOrganizational skillsProblem solving
Tech Stack:Microsoft OfficeExcelWordOutlookTicketing system

Company Brief

Distro
Provides a SaaS platform to simplify app distribution and release management, helping developers and teams build, share, and deploy mobile and web app builds to testers and stores.
Industry: Developer Tools
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