PARS | Public Agency Retirement Services ยท 1 month ago
Bilingual Plan Support Administrator - Pension Customer Service
Newport Beach, CA
Full-time
Onsite
Entry Level
1+ years expPublic Agency Retirement Services (PARS) is a leading provider of customized retirement solutions for public agencies. The Bilingual Plan Support Administrator is responsible for delivering exceptional customer service to plan participants in both English and Spanish, managing inquiries, processing requests, and coordinating with clients and partners to ensure effective retirement plan support.
ConsultingFinancial Services
Responsibilities
Answer support contact line while providing exceptional service to clients and plan participants (averaging 20-30 calls per day) in both English and Spanish
Travel to agency sites to present informational orientations for potential plan participants and attend enrollment workshops
Systematically manage multiple inquiries and craft communications for clients and plan participants across various channels (telephone, email, fax, mail, etc.) in both English and Spanish
Proactively process enrollment and distribution requests upon receipt while meticulously maintaining and updating database records
Verify client and participant documentation for accuracy and completeness, resolving discrepancies as needed to ensure compliance
Effectively coordinate with clients, partners and internal departments via phone and email to address all product issues and provide necessary research, problem solving, and support; seeing complex problems through to resolution
Develop and maintain relationships with clients, trustee, annuity representatives, and plan participants to become their provider for information and resources related to their retirement plans
Perform other duties and special projects as assigned
Perform at a level to meet and sustain department metrics and expectations
Maintain a professional demeanor
Qualification
Required
Must be bilingual in Spanish, both written and verbal
Must be at ease with public speaking and display professionalism
Confident in delivering presentations and engaging with audiences
Excellent time management, prioritization with multitasking, and problem-solving skills
Superior interpersonal and analytical skills
Must be proficient with Microsoft Office Suite
Ability to compose/proof original correspondence: letters, email, etc
Ability to work without direct supervision, and efficiently manage tasks and time
Preferred
Bachelor's degree or equivalent experience preferred
1-3 years experience in customer service required, preferably in a financial setting
Company
PARS | Public Agency Retirement Services
PARS (Public Agency Retirement Services) empowers public agencies to serve their communities more efficiently by offering customized retirement solutions that lower costs and sustainably address retirement and pension obligations.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase