Participant Services Representative

Responsibilities

The BPAS team of Participant Services Representatives is responsible for responding to retirement plan and/or benefit plan (FSA, VEBA, HSA) participant questions and inquiries via phone or e-mail in a polite, professional, knowledgeable manner. You must take pride in and truly enjoy assisting others.

Hours: Monday-Friday, 8:30AM - 5:00PM PT

Learn and understand industry content. Maintain proficient knowledge of all laws and regulations applicable to this position

Become proficient with software applications utilized in the position

Study for and pass ASPPA (American Society of Pension Professionals and Actuaries) Retirement Plan Fundamentals Course, as applicable

Provide assistance to internal departments

As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals

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

Qualifications

• Minimum 2 year degree in Business, Accounting or related field preferred
• Customer Service experience required, or a degree in lieu of experience
• Related experience working in some capacity with retirement plans or benefits plans (FSA, VEBA, HSA) also a plus
• Well-developed written and oral communication skills; highly organized and show an attention to detail; ability to prioritize work assignments and multitask
• Show an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills
• Bilingual (English/Spanish) is preferred

Other Job Information

Hours: 40 hours a week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including:

• 11 paid holidays
• Paid vacation
• Medical, Vision & Dental insurance
• 401K with generous match
• Pension
• Tuition Reimbursement
• Banking discounts

Physical Requirements

• While performing the duties of this job, the employee may be required to stand, walk or sit.
• Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear.
• The employee may occasionally be required to lift and or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, and the ability to focus.