Rep, Participant Services (Financial Services)

Location: Tempe, Arizona, United States; onsite

Salary: $41,040–$61,560 USD per year

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services.

What you will do

• Respond to daily telephone inquiries from defined contribution plan participants.
• Explain distribution options, loan provisions, eligibility status, monthly benefits, rollovers, and tax forms.
• Process electronic fund transfers and participant maintenance requests, including address changes, tax elections, and electronic deposit changes.
• Research and resolve routine participant issues while escalating complex problems to supervisors or subject-matter experts.
• Follow department procedures, call-handling standards, risk-management requirements, and accuracy guidelines.
• Complete administrative tasks as needed.

Requirements

• Entry-level role; prior client-service or related experience is preferred.
• Knowledge of company products or client servicing, acquired through training or experience.
• Analytical and organizational skills for researching inquiries and managing conflicting priorities.
• Effective communication skills for responding to participant requests and interpreting plan documents.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
• Visa sponsorship is not available, including for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT, or other employment-based visas.

Culture & Benefits

• Flexible and collaborative work culture focused on financial strength, stability, service, expertise, and integrity.
• Comprehensive benefits package including retirement benefits, 401(k), pension, medical, dental, vision, spending accounts, and disability coverage.
• Paid time off, parental and caregiver leave, life and accident insurance, and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Opportunities for internal movement, accessible senior leaders, inclusive workplace initiatives, and community philanthropy.