U.S. Retirement & Benefits Partners · 18 hours ago

Client Service Representative

Wayne, PA

Full-time

Remote

Entry, Mid Level

$46K/yr - $48K/yr

2+ years exp

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Responsibilities

Answer incoming calls consistently throughout the day from advisors, clients and other internal staff performing all needed research and handling the call through to resolution.

Answer incoming calls to the assigned advisors phone line as that advisor’s assistant and check the advisor’s voicemail periodically throughout the day.

Process distributions, loans, transfer-in/transfer-outs, mutual fund exchanges and follow-up as needed. Follow up to verify that distributions/loans have been processed.

Perform account research, billing research and maintain call logs as needed.

Send prefilled forms using LaserAp to the clients whenever possible. This includes but is not limited to SRAs, distribution forms, loan forms, change forms and requests for distribution.

Obtain TPA approvals for all KM Capital Programs and assist in helping the advisors with obtaining TPA approvals for other products outside of KM Capital.

Perform Transfer Tracking to ensure money is coming into KMC in a timely fashion.

Verify email address, phone number, home address and employer each time you are on the phone with a client to ensure we have the most updated information. In addition, contact clients that we do not have a personal email address with the goal of obtaining one. Process those updates as needed.

Research and update wrong addresses via statements that are returned as undeliverable.

Conference call clients in with other carriers including our record keeper if needed and remain on the line to ensure the client’s questions get answered.

Handle advisor paperwork issues that come back from our broker dealer incomplete.

Assist with retirement incentive accounts as needed.

Check advisor incoming mail folder for any client correspondence that can be handled in a timely manner.

Contact assigned advisors once a week to see if you can assist in any way.

Refer any client leads to the appropriate advisor in a timely fashion.

Research EE/ER contribution questions that come from our record keeper daily which includes a weekly report as well.

Print and mail prospectuses as needed.

Ongoing projects if and when there is downtime and offer support to other client service representatives experiencing an unusually heavy workload.

Additional duties and responsibilities assigned as needed.

Qualification

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Financial Industry ExperienceMS OfficeWeb-Based Applications