
Service Representative - 401(k) Ops Transactions
At Oasis Outsourcing, we are seeking a motivated and organized individual to join our team as a Service Representative - 401(k) Ops Transactions. In this role, you will have the opportunity to work with a wide variety of clients and provide excellent customer service.We are looking for a highly organized and detail-oriented individual who is passionate about helping customers and providing exceptional customer service. The ideal candidate should have excellent communication and problem-solving skills, as well as the ability to multi-task in a fast-paced environment. Previous experience in a customer service role and/or finance-related role is preferred, but not required.If you are looking for a challenging and rewarding role that will make a difference in the lives of our customers, we encourage you to apply for this position with Oasis Outsourcing.
Responsibilities: • Provide exceptional customer service to clients in a timely manner • Respond to inquiries in a professional and courteous manner • Process financial transactions accurately and efficiently • Ensure compliance with all applicable laws and regulations • Assist with resolving customer issues and complaints • Maintain accurate records and documentation of all transactions and customer interactions • Monitor customer accounts and identify potential issues • Work with a wide variety of clients in a fast-paced environment • Multi-task and prioritize tasks to ensure deadlines are met • Utilize problem-solving skills to resolve customer issues
Bachelor's Degree In Business Administration
Finance
Or A Related Field
Minimum Of Three Years Of Experience In (K) Plan Administration
Knowledge Of Pertinent Federal And State Regulations
Excellent Customer Service And Problem-Solving Skills
Knowledge Of Erisa
Irs
And Dol Regulations
Ability To Interpret Plan Documents
Proficiency In Microsoft Office Applications
Documentation
service-oriented
Reporting
Compliance
Detail-oriented
Transactions
Communicative
Knowledgeable
Process
Analyze
Evaluate
Ops
Inquiries
Resolve
(K)
Communication
Emotional Intelligence
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Service Representative - 401(k) Ops Transactions in Phoenix, AZ, USA is between $36,000 and $60,000 per year. This salary range can vary depending on experience, qualifications, and the specific employer.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
A leader in the PEO industry, Oasis® provides innovative workforce solutions for employment-related functions including Human Resources Services, Employee Benefits, Payroll Administration, and Risk Management. Oasis is a Paychex company.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started