Participant Services Agent (Fully Remote)

Company Overview PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit https://www.pcsretirement.com/ Job Summary Under limited supervision in a high-volume call center, uses detailed knowledge and skills obtained through on-the-job training to administer the establishment and maintenance of new and existing client accounts.

Also, facilitates problem resolution, document processing, and Operations support. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Provide excellent customer service, professionalism and efficient support to internal and external customers.

Job Responsibilities

• Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations.
• Answers all incoming calls into the operational center regarding client account and compliance questions related to the account/plan type Scrutinizes basic information contained in all types of plan agreements.
• Maintains accurate records/notes to ensure all plan requests are completed within regulated time allotment.
• Provide support and direction regarding required operational processes, polices and timeframes Assists management in identifying procedures and policies that are outdated or ineffective.
• Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development.
• Maintains and files weekly statistical reports for the department.
• Performs general clerical activities, including faxing, copying and filing.
• Assists other areas of the department with various functions when volume is high and/or staffing levels are low.
• Performs other duties and responsibilities as assigned