[Hiring] Participant Service Center Representative @DEFINITI LLC

Role Description

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

The Participant Service Center Representative (PSC Representative) provides outstanding customer service while handling incoming and outgoing phone calls, emails, and faxes for plan participants for assigned Definiti retirement plans. The PSC Representative assists with answering questions about account balances, helps to make withdrawals, transfer funds, or find additional resources.

Qualifications

• High school diploma or GED required
• Associates degree preferred
• Minimum 2 years customer service experience (financial services industry a plus)
• Defined Benefit or Defined Contribution experience preferred
• Bilingual - English/Spanish a plus

Requirements

• Basic knowledge of retirement plan services and daily recordkeeping
• Ability to stay calm when customers are stressed or upset
• Experience working with customer support
• Experience working with Microsoft Office applications
• Time management focus, with attention to deadlines and timelines
• A track record of consistently meeting and/or exceeding performance expectations
• Positive attitude and dedication to our client’s needs

Benefits

• A virtual-first work philosophy for most jobs
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
• 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
• Paid Parental Leave
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility

Company Description

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.