Senior Associate, Participant Services

Job Description

Mutual of America Financial Group

Job Title: Senior Call Center Representative

Location: Phoenix, AZ (hybrid)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Participant Services division is based out of Phoenix, AZ. The Associate will respond to Participant Services inbound calls from Mutual of America participants, contract holders, and prospective customers.

*One must have an active series 6 FINRA license to be considered.

Responsibilities:

Responds to incoming calls, answers questions relating to company products, and provides general customer assistance such as online access, form completion and provides status updates on withdrawals and rollovers from customer retirement savings accounts (401K, 403b, etc.) in a fast-paced inbound call center environment.

Validate withdrawal claims through the 800-Line and submit them directly to the Processing Center accurately and in a timely manner.

Research and communicate to participants reasons for withdrawal form rejection, assist with proper completion of withdrawal forms.

Fulfills phone requests for product and plan literature, quarterly statements, 1099 requests, withdrawal forms, etc.

Updates Salesforce system with all case notes as required.

Assist with Loan Administration calls and status updates for participant inquiries on how to model a loan, complete a loan application, questions regarding loan payments, loan amounts available and status of loan application processing from retirement savings accounts.

Assist with Beneficiary Claims calls and status updates for participant inquiries regarding benefits from deceased participants retirement savings accounts.

Refers callers to the Rollover department for sales opportunities or Regional Offices for specialized assistance.

Assists with the processing of financial and non-financial transaction requests received via mail and email.

Assist and/or troubleshoot password resets for online account access and transactions.

Required Qualifications:

Working hours will be between the following hours of operation:

March through November

Monday through Friday 6 AM to 6 PM, 1 hour lunch break

November through March

Monday through Friday 7 AM to 7 PM, 1 hour lunch break

Active FINRA SIE and Series 6 licenses

Excellent organizational and analytical skills

Strong problem-solving skills

Strong communication, both written and verbal

A patient and empathetic attitude

Great active listening skills

Comfortable working in a fast-paced environments

Preferred Qualifications:

Bachelor’s or equivalent college degree

Bilingual in Spanish

2 years prior customer service or call center experience in the financial services industry

What we offer you:

Competitive base salary

Annual Bonus

Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment

401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.

Parental Leave: 8 weeks fully paid

Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range: $41,500 - $62,100

Visit for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Full-time

Hybrid remote