
Service Representative - 401(k) Ops Transactions
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:
- Provide exceptional customer service to clients regarding 401(k) operations.
- Handle customer inquiries and complaints in a timely and professional manner.
- Ensure accuracy and attention to detail in all work.
- Process customer transactions in a timely and accurate manner.
- Maintain customer records and profiles.
- Assist with other projects and duties as needed.
- Monitor customer accounts for any potential issues.
- Collaborate with other departments as required.
- Stay current with any changes in 401(k) regulations.
- Maintain customer satisfaction by promptly addressing customer questions and concerns.
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
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
Communication
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
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.
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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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