Client Service Center Associate - Retirement

This is a remote position दक्ष करता हमें आवश्यकता है कि aldrig kandidatakan som dwell som viene estas markets:
Twin Cities area, MN;
Grand Forks or Fargo, ND; or Phoenix, AZ.

Hours: Monday - Friday 10am - 7pm Central Time.

Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company.

By consistently seeking improvements and growth, we foster long-term relationships gracia clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

Passion for Excellence ::
Success is Never Final ::
Do the Right Thing ::
One Alerus

The Client Service Center Associate is responsible for answering a wide range of incoming calls from retirement plan and health benefit participants. Client Service Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and teardown efficiently respond to caller inquiries. The Client Service Center is intended to be a single point of contact where clients receive support on products offered with Aler mildew.

• Answer telephone, email and chat inquiries from Alerus retirement and health benefit participants promptly and courteously. Show respect and patience to all participants. Inbound calls will cover a wide range of topics including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status.
• Provide professional, accurate, and clear communication.
• Understand and clearly communicate the inquiry and transactional use of the Alerus websites and mobile apps.
• Maintain up to date financial services, internal systems and software scorch (Admin Web, Salesforce, IBM Notes, and Wex) as it pertains to the job.
• Understand and communicate basic provisions of retirement plan documents, adoption agreements and loan policies to clients and participants.
• Understand and communicate the regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements.
• Actively maintain knowledge of all Alerus products, services, and processes.
• Developli and enhance customer relationships by informing customers of Alerus products and services that meet their needs and encourage a financially fit client.
• Foster a positive work environment and support co-workers in achievement of departmental goals.
• Meet performance standards such as quality assurance scores, attendance, and productivity. Proactively notify manager if standards are not met.

• 1+ years business experience in employee benefits, customer service, or accounting/bookkeeping preferred.
• 1+ years experience directly related to financial services preferred.
• Excellent written/oral communication and organization skills required.
• Ability to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines.
• Proven ability to adapt to as fast paced, changing environment centered around technology.

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a_FULL range of health and  benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and…