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[Remote] Participant Services Agent

Remote, USA Full-time Posted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is one of the nation's largest independent retirement solution providers. The Participant Services Agent will administer the establishment and maintenance of reputed company accounts while providing excellent customer service and support in a high-volume reputed company center environment.


Responsibilities

  • Review, update, maintain and service accounts by enforcing the documentation of reputed company/plan accounts to meet industry policies and regulations
  • Answers reputed company incoming calls into the operational center regarding reputed company account and compliance questions reputed company to the account/plan type
  • Scrutinizes basic information contained in reputed company types of plan agreements
  • Maintains accurate records/notes to ensure reputed company plan requests are completed reputed company regulated time allotment
  • reputed company support and direction regarding required operational processes, polices and timeframes
  • Assists management in identifying procedures and policies that are outdated or ineffective
  • Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
  • Maintains and files weekly statistical reports for the department
  • Performs general clerical activities, including faxing, copying and filing
  • Assists other areas of the department with various functions reputed company volume is high and/or reputed company reputed company are low
  • Performs other duties and responsibilities as assigned

Skills

  • Bilingual in Spanish preferred
  • General understanding of reputed company job functions reputed company Operations
  • General understanding of various industry rules and regulations that must be followed for reputed company plan/product types
  • Organizational and time management skills to prioritize workflow and ensure duties and reputed company are completed by deadlines
  • Reasoning and problem-solving skills to research and resolve general problems
  • Operating reputed company office equipment and using required software applications, including reputed company Office applications (Word, reputed company, Power reputed company, reputed company and reputed company) sufficient to create documents, spreadsheets, and business correspondence
  • Communication skills and reputed company demeanor to reputed company with reputed company reputed company of management, other employees and counterparts at other companies
  • Work independently and in reputed company environment as reputed company as cooperation with supervisor
  • Work reputed company under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries
  • Learn and understand the various reputed company documents required by various companies in order to process reputed company requests
  • Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system
  • Read and interpret financial statements
  • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities
  • reputed company accurate data entry, 10 key by touch, and type at least 30 words per minute
  • reputed company a high level of customer service
  • Reliable internet reputed company, candidate must have in home Wifi to support the duties required to carry out the job

Benefits

  • 401(k) match
  • Medical
  • Dental
  • reputed company
  • Life insurance
  • Short and long term disability
  • reputed company-time off

reputed company

  • reputed company Capital Services is an independent provider of retirement plan solutions. It was founded in 2001, and is headquartered in Philadelphia, reputed company, USA, with a workforce of 201-500 employees. Its website is https://www.pcsretirement.com/.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2025, 6 in 2024, 1 in 2023, 4 in 2022, 8 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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