Utah Retirement Systems

  • Customer Service Specialist - Defined Contribution

    Location UT-Salt Lake City
    Posted Date 5 days ago(8/10/2018 6:04 PM)
    Job ID
    2018-2600
    Category
    Defined Contribution
    Minimum Starting Wage
    USD $18.01/Hr.
  • About The Company

    Utah Retirement Systems (URS) provides benefits for state and other Utah public employees.  It has two divisions, the Retirement Office administers pension and retirement savings plans.  PEHP specializes in medical, dental, life, and other benefits.

    Job Description

    Summary:

    Performs a variety of advanced level technical and routine administrative duties related to the day to day operational functions of the Defined Contribution Savings Plans (401(k),457, traditional & Roth IRAs, and Health Reimbursement Arrangements).

     

    Duties and Responsibilities:

     

    1. Answers in-bound phone calls to educate and council members on tax advantaged investing in the Utah Retirement Systems (URS) Savings Plans.
    2. Meets with, counsels and educates plan participants who come into the URS office regarding plan provisions, options and potential ramifications (IRS, state tax issues etc.) of investing in the URS plans.
    3. Processes participants applications including regular and hardship withdrawals, plan loans, loan defaults, Required Minimum Distributions (RMD), Substitute W-4Ps, IRA conversions and re-characterizations etc. in a timely, accurate and efficient manner.
    4. Acts as a department cashier by accepting payments, disseminates checks, maintains cash drawer, reconciles and balances receipt books.
    5. Investigates, researches solutions and responds to customer issues received by mail, phone, e-mail and other sources in a timely and appropriate manner.  Involves a Supervisor or other appropriate person when necessary.
    6. Works on individually assigned projects such as editing or updating various departmental brochures or marketing materials, researching various retirement related topics, or responsibility for overseeing certain departmental processes.
    7. Backs up other Customer Service Specialists when they are on vacation, sick, etc.
    8. Maintains strict confidentiality.
    9. Performs other similar duties as required.

     

    Required Experience

    Education and Experience 

    Graduation from high school and two (2) years of college level education, or related certification (e.g. CFP, CEBs, ChFC), plus two (2) years of related experience; OR an equivalent combination of education and experience. 

     

    Preferred qualifications: CFP or related certifications, and experience in retirement plans or IRA administration and sales.

     

    Knowledge, Skills, and Abilities

    Requires considerable knowledge of:  purposes, principles and theory of retirement related savings plans, retirement laws, IRS and US Treasury codes, regulations, policies and guidelines; computer operations and technical software applications.  Working knowledge of basic accounting, bookkeeping and related statistical procedures; interpersonal conflict resolution methods. Requires excellent Customer Service skills including, interviewing and counseling skills, both face-to-face and over the phone, and through written correspondence or email.

     

    Must have the ability to follow written policy, regulations and procedures and communicate the same regarding defined contribution plans; perform complex mathematical formulas and calculations; communicate effectively verbally and in writing; ability to follow written and verbal instructions; ability to establish and maintain effective working relationships with professionals, executives (public and private) department heads, co‑workers and the public;  operate a variety of types of office equipment;  work independently and deal effectively with stress caused by work load and time deadlines;  ability to type;  operate 10‑key calculator by touch.

      

    Work Environment

    Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions. 

     

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