Service Center Analyst

Job Overview

Hooker & Holcombe (H&H) located in Bloomfield, CT is one of the fastest-growing actuarial, retirement services and investment advisory consulting firms in the Northeast. Our Service Center Unit currently has an immediate opening for an experienced customer service representative. The ideal candidate will be highly motivated and energetic with an attitude that will contribute positively to the era of growth and innovation the company is entering.

If you have a passion to join a winning team where you can make a difference, this may be the perfect position for you.

The Service Center Analyst position is responsible for providing exceptional customer service via telephone and written communications for participants of retirement plans in a target market of 100-5,000 lives. The Service Center Analyst is responsible for tasks related to auditing and processing of pension plan benefit payments. This position works closely with the Supervisor of Support Services and the Service Center team to ensure the highest quality of customer service is maintained. The position also requires working with other members of the Retirement Services and Actuarial teams to provide timely response to plan participant and/or plan sponsor inquiries.

Primary Duties and Accountabilities

  • Provide exceptional customer service via telephone, email and formal letters for plan participants regarding all aspects of their retirement plans
  • Provide support and guidance for web navigation
  • Research and resolve participant inquiries in a timely manner
  • Assist with all aspects of pension plan repetitive payment administration
  • Assist participants with and support the processing of fund transfers, rollovers, contributions, loans, distributions, and other related transactions
  • Perform monthly asset and benefit payment reconciliations
  • Evaluate & communicate monthly cash flow needs for benefit payments
  • Support peers with routine consulting issues regarding plan transactions
  • Communicate effectively with coworkers to actively support and contribute to a positive work environment
  • Maintain, manage and promote positive client and vendor relationships
  • Work with team, clients and vendors to problem solve, and implement processing efficiencies
  • Other tasks and special projects as needed
  • Have scheduling flexibility within the standard Service Center hours to meet all staff coverage needs

Education/Licenses/Certifications

  • Associate’s degree or higher
  • ASPPA DB-Administration Certificate (DB-A), is required within first 12 months of employment
  • May have FINRA exams and licensing

Experience

  • Minimum 2 years customer service experience
  • Basic working knowledge of ERISA regulations for DB & DC plans a plus
  • General knowledge of investments

Skills

  • Excellent verbal & written communications skills
  • Detail oriented, organized, self-motivated, and a solid team player
  • Must be proficient with Microsoft Excel and Word.
  • Meticulous accounting skills for reconciling client assets

How to Apply

For consideration, please submit your resume to rpildis@hhconsultants.com.

EEO/AA/M/F/D/V

IMPORTANT: H&H does not sponsor job candidates for U.S. work authorization

Current Opportunities

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