Account Support Representative
Salary undisclosed
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Role Summary
Our client is looking for an Account Support Representative who will assist small business owners who depend on 401(k) plan administration services. In this role, he/she will assist in getting our entire client base through their annual 5500 filing for their 401(k) Plan. He/she will assist with a high volume of inbound and outbound calls as well as emails from clients. This role will also assist with basic 401(k) Plan questions and needs, walking them through electronically signing their annual filing documents, and updating them on what documents are still outstanding for their account. Collaboration with Account Representatives, the Document Review team, and other individuals across the department is needed.
SCHEDULE: 7:00 AM – 4:00 PM Mountain Daylight Time (9:00 PM – 6:00 AM Philippine Standard Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
Essential Functions
Our client is looking for an Account Support Representative who will assist small business owners who depend on 401(k) plan administration services. In this role, he/she will assist in getting our entire client base through their annual 5500 filing for their 401(k) Plan. He/she will assist with a high volume of inbound and outbound calls as well as emails from clients. This role will also assist with basic 401(k) Plan questions and needs, walking them through electronically signing their annual filing documents, and updating them on what documents are still outstanding for their account. Collaboration with Account Representatives, the Document Review team, and other individuals across the department is needed.
SCHEDULE: 7:00 AM – 4:00 PM Mountain Daylight Time (9:00 PM – 6:00 AM Philippine Standard Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
Essential Functions
- Manage client communication and respond to their inquiries within a defined time frame
- Develop a basic understanding of 401(k) Plans and the 5500-filing process
- Walk clients through processes and systems to ensure successful completion of their annual filing
- Update client information in the customer relationship management system
- Upload investment management statements to proper accounts
- Review accounts quickly for outstanding documents and relay that information to clients
- Perform outbound reminder calls to clients regarding the return of information, filling their annual report, and outstanding amendments
- Exhibit passion for client service and ability to work with clients in an array of situations
- Send documents to clients using E-Signature software
- Contribute to department and team projects
- Perform other duties as required
- Associate’s or bachelor’s degree in a related field (business, finance, etc.) preferred
- Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations is preferred
- Skills in customer service, organization, collaboration, and problem-solving
- Ability to have difficult conversations with clients while maintaining professional demeanor
- Able to adapt easily to process and organizational changes
- Meticulous attention to detail and proactive approach to problem solving
- Excellent grasp of all Microsoft 365 applications
- Excellent verbal and written communication skills
- Aptitude in data management, analytics, and reporting preparation
- Ability to function in an autonomous environment—independent worker, self-directed
Role Summary
Our client is looking for an Account Support Representative who will assist small business owners who depend on 401(k) plan administration services. In this role, he/she will assist in getting our entire client base through their annual 5500 filing for their 401(k) Plan. He/she will assist with a high volume of inbound and outbound calls as well as emails from clients. This role will also assist with basic 401(k) Plan questions and needs, walking them through electronically signing their annual filing documents, and updating them on what documents are still outstanding for their account. Collaboration with Account Representatives, the Document Review team, and other individuals across the department is needed.
SCHEDULE: 7:00 AM – 4:00 PM Mountain Daylight Time (9:00 PM – 6:00 AM Philippine Standard Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
Essential Functions
Our client is looking for an Account Support Representative who will assist small business owners who depend on 401(k) plan administration services. In this role, he/she will assist in getting our entire client base through their annual 5500 filing for their 401(k) Plan. He/she will assist with a high volume of inbound and outbound calls as well as emails from clients. This role will also assist with basic 401(k) Plan questions and needs, walking them through electronically signing their annual filing documents, and updating them on what documents are still outstanding for their account. Collaboration with Account Representatives, the Document Review team, and other individuals across the department is needed.
SCHEDULE: 7:00 AM – 4:00 PM Mountain Daylight Time (9:00 PM – 6:00 AM Philippine Standard Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
Essential Functions
- Manage client communication and respond to their inquiries within a defined time frame
- Develop a basic understanding of 401(k) Plans and the 5500-filing process
- Walk clients through processes and systems to ensure successful completion of their annual filing
- Update client information in the customer relationship management system
- Upload investment management statements to proper accounts
- Review accounts quickly for outstanding documents and relay that information to clients
- Perform outbound reminder calls to clients regarding the return of information, filling their annual report, and outstanding amendments
- Exhibit passion for client service and ability to work with clients in an array of situations
- Send documents to clients using E-Signature software
- Contribute to department and team projects
- Perform other duties as required
- Associate’s or bachelor’s degree in a related field (business, finance, etc.) preferred
- Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations is preferred
- Skills in customer service, organization, collaboration, and problem-solving
- Ability to have difficult conversations with clients while maintaining professional demeanor
- Able to adapt easily to process and organizational changes
- Meticulous attention to detail and proactive approach to problem solving
- Excellent grasp of all Microsoft 365 applications
- Excellent verbal and written communication skills
- Aptitude in data management, analytics, and reporting preparation
- Ability to function in an autonomous environment—independent worker, self-directed