Oasis Outsourcing

Service Representative - 401(k) Ops Transactions

Oasis Outsourcing

St. Petersburg, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Oasis Outsourcing, we are looking for a motivated and organized Service Representative - 401(k) Ops Transactions to join our team. If you are an ambitious professional with a strong interest in providing quality customer service and have a strong understanding of 401(k) operations, this is the perfect opportunity for you.The ideal candidate will possess excellent communication and interpersonal skills, have the ability to multi-task in a fast-paced environment, understand complex customer issues, and have the ability to work independently while also being a team player. This position requires excellent attention to detail and accuracy.We are looking for someone who is passionate about helping our customers and making a difference in their lives. If you are up for the challenge, we look forward to hearing from you.

Responsibilities:

  1. Provide exceptional customer service to clients regarding 401(k) operations.
  2. Handle customer inquiries and complaints in a timely and professional manner.
  3. Ensure accuracy and attention to detail in all work.
  4. Process customer transactions in a timely and accurate manner.
  5. Maintain customer records and profiles.
  6. Assist with other projects and duties as needed.
  7. Monitor customer accounts for any potential issues.
  8. Collaborate with other departments as required.
  9. Stay current with any changes in 401(k) regulations.
  10. Maintain customer satisfaction by promptly addressing customer questions and concerns.
Where is this job?
This job is located at St. Petersburg, FL, USA
Job Qualifications
  • Or Related Field

  • Bachelor's Degree In Finance

  • Accounting

  • Excel

  • Experience In (K) Or Retirement Plan Administration

  • Strong Knowledge Of The Employee Retirement Income Security Act (Erisa) And Internal Revenue Service (Irs) Regulatory Requirements

  • Proficiency With Microsoft Office Suite (Word

  • Outlook)

  • Ability To Multitask And Prioritize Work Assignments

  • Excellent Problem-Solving And Communication

Required Skills
  • Data Entry

  • Data Analysis

  • Account Management

  • Communication

  • Database Management

  • customer service

  • Transaction processing

  • Client Relations

  • Problem-Solving

  • Regulatory Knowledge

  • Recordkeeping

  • Administrative Tasks

  • Financial Transactions

  • Compliance Research

  • (K) Operations

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Service Representative - 401(k) Ops Transactions in St. Petersburg, FL, USA is $45,000 to $51,000 per year. This includes base salary, bonuses, and benefits.

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 BeforeJune 21st, 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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