Email Opening Title Loans, Distributions and Participant Support Specialist  Description Processes requests for loans and distributions, enrollments, and eligibility and vesting from 401(k) accounts as directed by clients and plan participants in accordance with regulatory guidelines. Provides front line assistance in a queue environment by handling daily calls from 401(k)/Section 125 participants with questions regarding to provide a quality service experience. Handles calls from 401(k)/S125 participants and provides a quality service experience. Reviews and processes lump sum and rollover distribution requests for participants that have either terminated employment or are active in a terminated plan to ensure that payment is generated to participant within designated processing windows. Reviews and processes first level involuntary distribution of plan assets to participants based on direction of plan administrator. Processes loan requests that are submitted via the web or on paper to ensure that payment is generated to participant within designated processing windows. Researches the missed loan payment report to ensure timely and accurate repayments for participant loans. Researches questions related to participant loan or distribution request so that accurate information can be provided to clients and participants. Researches, updates, and processes all returned mail to ensure system client and participant information is up to date and accurate. Updates plans and enrollment changes in HRIS for Retirement Services and Section 125 to ensure accuracy of the data. Works with various groups within the organization to resolve participant issues as necessary to ensure quality service is provided to clients. Utilizes multiple computer software packages including HRIS, SalesForce, Sungard, and ORS to answer specific participant requests. Keeps HRIS current with all census updates, as provided by the client on behalf of their participants to ensure accuracy of data. Evaluates processes and procedures, providing the necessary feedback, solutions and alternatives to alleviate future issues. Researches and resolves basic projects requested by other 401(k) Operations and 401(k) Service Center teams as requested by Supervisor. Contacts internal partners and external clients/participants to obtain missing information as necessary.   Position Requirements Associate's Degree in Business or related discipline - Preferred Analytical/ mathematical background and experience with Microsoft Word, Excel and Access. 2 years of experience in Customer Service. Demonstrates customer service skills.   Category Customer Service/Operations   Location NY, West Henrietta, Rochester University Park Office   Full-Time/Part-Time Full-Time   Req Number CUS-19-01100   Open Date 6/17/2019   Hiring Manager(s) Tiffany Gallipeau   This position is currently not accepting applications. To search for an open position, please go to http://AdvancePartners.appone.com

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