We are looking for a Senior Compliance Services Specialist! The Senior Compliance Services Specialist position requires high attention to detail, professional communication skills, and computer proficiency. If you are interested in joining a friendly, collaborative team and looking for a role with opportunities for professional growth, please keep reading for more information!
Highlights:
...
- Direct hire
- Competitive compensation and benefits package that includes employee ownership
- Pay Rate: $26-28/hr
- Schedule: Full-time, Monday-Friday 8:00 am to 5:00 pm
- Must be able to travel to the Middleton, WI office
Responsibilities:
- Maintain current/working knowledge of the client's Compliance Services products procedures
- Understand concepts of ERISA and cafeteria nondiscrimination testing
- Enter accurate client and plan data into approved software programs to enable the provision of Compliance Services products to clients and brokers
- Generate accurate and complete Forms 5500 and wrap plan documents within departmental and company turnaround times
- Interpret and apply product and regulatory knowledge to determine appropriate actions, communications, and follow-ups with clients, brokers, and internal colleagues
- Coordinate workload distribution of CRM tasks and Help Desk emails with other team members to ensure accurate responses within departmental turnaround times
- Maintain, update, and proactively manage the customer relations database, documenting each client interaction and action item in adherence to department standards
Qualifications:
- Bachelor's Degree in Business or a related field (may be substituted for 4 years of relevant work experience)
- 2 years of experience in a similar role serving internal and external customers in a regulatory-driven industry
- Experience de-escalating client issues and troubleshooting issues
- Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs, CRM experience is a plus
- Demonstrated ability to achieve and maintain a high level of accuracy and attention to detail when working with multiple data points and information
- Effective listening, verbal, and written communication skills
- Demonstrated subject matter expert in ERISA requirements for Forms 5500 and wrap plans preferred
- Prior experience with compliance or employee benefits administration and customer relationship management systems desired
Please apply for the Senior Compliance Services Specialist role today for immediate consideration!
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Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).