Personal Choice Investment Services (PCIS) Conversion SpecialistAs a Personal Choice Investment Services (PCIS) Conversion Specialist, you will provide superior service to our Third-Party Administrators (TPA), Independent Record-keepers, and participants providing seamless account and plan transfers. It's this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage.What you'll do:The Conversion Specialist will promote client retention and identify opportunities to build existing relationships through timely and accurate transfer processing and service quality.Process incoming, outgoing, and internal retirement account transfers.Provide value-add recommendations to increase operational efficiencies.Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.What you have:Previous experience working with Third Party Administrators (TPA's) and Independent Record-Keepers or AdvisorsExcellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.Strong customer contact skills, along with excellent interpersonal, verbal, and written communication skills.Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.Intermediate to Advanced technical skills, with the ability to utilize multiple applications at one time, including Windows, internet researching, database systems, and email.Benefits:Health insurance401(k)
Data Entry Operator - Senior (6-10 years) in omaha at Unknown Company
- Typical pay
- $39,520–$59,800
For context, most data entry clerks earn between $39,520–$59,800 a year according to Bureau of Labor Statistics wage data. What this particular role pays is set by the employer — check the description above.
This position is listed as full time and onsite.