Oasis Outsourcing

Service Representative - 401(k) Ops Transactions

Oasis Outsourcing

Phoenix, AZ, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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

Where is this job?
This job is located at Phoenix, AZ, USA
Job Qualifications
  • 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

Required Skills
  • Documentation

  • service-oriented

  • Reporting

  • Compliance

  • Detail-oriented

  • Transactions

  • Communicative

  • Knowledgeable

  • Process

  • Analyze

  • Evaluate

  • Ops

  • Inquiries

  • Resolve

  • (K)

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

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.

Additional Information
Oasis Outsourcing is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 6th, 2023
Apply BeforeAugust 19th, 2025
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About Oasis Outsourcing

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.

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