Participant Services Representative

Community Financial System, Inc.•Utica, NY

About The Position

The BPAS Participant Services team is responsible for assisting retirement plan and benefit plan participants by providing clear, accurate, and professional support. Representatives respond to participant questions and inquiries related to retirement plans and benefit accounts (including FSA, VEBA, and HSA) via phone and email. This role requires strong customer service skills, attention to detail, and a genuine commitment to helping others. Success in This Role Demonstrates a strong commitment to providing excellent customer service. Takes pride in helping others and resolving participant inquiries. Communicates clearly and professionally in both written and verbal interactions. Maintains a high level of accuracy, professionalism, and confidentiality. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Requirements

Minimum 2 year degree in Business, Accounting or related field preferred
Customer Service experience required, or a degree in lieu of experience.
Well-developed written and oral communication skills; highly organized and show an attention to detail; ability to prioritize work assignments and multitask; display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills.
All applicants must be 18 years of age or older.

Nice To Haves

Related experience working in some capacity with retirement plans or benefits plans (FSA, VEBA, HSA) also a plus
Bilingual (English/Spanish) is preferred

Responsibilities

Respond to participant questions and inquiries regarding retirement and benefit plans in a polite, professional, and knowledgeable manner via phone and email.
Develop and maintain a strong understanding of retirement and benefit plan concepts, policies, and industry practices.
Maintain working knowledge of all applicable laws, regulations, and compliance requirements related to retirement and benefit plans.
Become proficient in the software applications and systems utilized in the role.
Study for and successfully complete the ASPPA (American Society of Pension Professionals & Actuaries) Retirement Plan Fundamentals course, as applicable.
Provide support and assistance to internal departments as needed to ensure effective service delivery.
Contribute as a collaborative team member, assisting with departmental and organizational initiatives as needed to support company goals.