Job Summary

Serves as front line support and the face of PAi to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, 401(k) administration.

Competencies: • Team Success • Customer/Client Focus • Personal Credibility • Applied Learning

Core Responsibilities: • Primarily responsible for answering inbound calls from employees, employers and/or Financial Advisors (FAs) of companies that have 401k services, providing solutions and processing requests generated from these calls • Accurate and timely completion of day-to-day tasks associated with 401k plan operation • Documents details of customer contacts and actions taken • Proactively discovers and resolves potential problems through clear, confident, and effective communication with partners, clients, employers, agencies and external/internal customers maintaining positive working relationships to promote retention and a quality service image • Develops and applies continuously growing product and process knowledge to effectively anticipate and meet customer service needs • Continually identifies problems, including but not limited to procedural gaps and assists in resolving with the appropriate resource(s), such as a Leader, Quality Assurance and/or others

Job Requirements: • Regular attendance and punctuality • Ability to work autonomously or as part of a team • Ability to work in a fast-paced, change driven environment • Adherence to all company policies and procedures

Minimum Qualifications: • High school diploma or equivalent • 401(k) industry knowledge and experience • Completion of Employer training (8-week internal course) • Solid mathematical abilities and computer skills including experience with Microsoft Office Outlook, Excel and Word • Excellent communication, analytical, problem resolution skills and detail orientation

Preferred Qualifications: • Associates or Bachelor’s degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience • Fluent in English and Spanish • Experience in a call center environment • Retirement industry experience

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