Customer Service & Operations Support Specialist

TEKsystems • Charlotte, NC

2d • $20 - $20 • Remote

About The Position

Handling common remitting (processing money from employers to investment providers).
Reviewing and processing seller reduction agreements (beginning, changing, or stopping contributions).
Compliance monitoring and reviewing transaction requests based on employer plan documents.
Answering emails and responding to inquiries.
Processing paperwork and approvals.
Handling approximately 20-25 calls per day.
Multitasking between administrative tasks and phone calls.
MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES FIELD!

Requirements

• MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES FIELD!

Responsibilities

• Handling common remitting (processing money from employers to investment providers)
• Reviewing and processing seller reduction agreements (beginning, changing, or stopping contributions)
• Compliance monitoring and reviewing transaction requests based on employer plan documents
• Answering emails and responding to inquiries
• Processing paperwork and approvals
• Handling approximately 20-25 calls per day
• Multitasking between administrative tasks and phone calls

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees