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Participant Accounting Customer Service Representative

Company: Trust Point Inc.
Location: La Crosse
Posted on: January 10, 2022

Job Description:

EXPERIENCE OUR CULTURE. JOIN OUR TEAM.Voted "Best Place to Work" for the 4th year in a row by Business Intelligence Group! Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Participant Accounting Customer Service Representative in our Recordkeeping department. We are currently seeking an organized and professional candidate to provide full-time support to our external and internal customer base. We offer a complete line of benefits including on-site workout facility, pet insurance, and identity protection coverage. In addition, we also offer a very generous 401k and profit sharing plan. ABOUT TRUST POINT INC.For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!A DAY IN THE LIFE OF A PARTICIPANT ACCOUNTING CUSTOMER SERVICE REPRESENTATIVEAs Participant Accounting Customer Service Representative you arrive each day ready to serve as a liaison to our retirement plan clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. In addition to fielding client phone calls you are responsible for entering and maintaining the financial transactions within the plan accounts. As a Participant Accounting Customer Service Representative you will utilize your verbal communication skills, ability to multi-task, attention to detail and knack for numbers to assist in responding professionally to clients while you accurately maintain their accounts. QUALIFICATIONS FOR A PARTICIPANT ACCOUNTING CUSTOMER SERVICE REPRESENTATIVE2 year Accounting Degree or comparable background experience.Excellent math skillsExcellent organizational, analytic, and written/verbal communications skillsExcellent client service skillsSelf-motivated, team player can work well with minimal supervisionKeen attention to detail with high degree of accuracyStrong working knowledge of Excel, Word and web-based applicationsAble to work well under pressure with multiple priorities and deadlinesDo you have the ability to work well under pressure with multiple priorities and deadlines, all while maintaining a positive attitude? If so, then you might be the perfect fit for our Participant Accounting Customer Service role!WORK SCHEDULEThis is a full-time position working Monday Friday, 8am-5pm.

Keywords: Trust Point Inc., La Crosse , Participant Accounting Customer Service Representative, Sales , La Crosse, Wisconsin

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