Company Description
The sole purpose of YWCA Retirement Fund (YWCARF) is to provide retirement benefits for employees of participating YWCA associations in the United States. Established in 1924 with initial funding from the Rockefeller family, YWCARF is one of the oldest pension plans in the country and the first pension fund for women. It is a non-profit, tax-exempt organization incorporated in the State of New York. YWCARF proudly supports YWCA's mission to eliminate racism, empower women, and promote justice, freedom, and dignity for all.
Role Description
This is a full-time hybrid role for a senior member Services Associate located in New York, NY, with some work-from-home flexibility. The senior member Services Associate will be responsible for providing exceptional customer service to participants, managing member accounts, assisting with inquiries via phone and email, and ensuring overall customer satisfaction. Additional responsibilities include maintaining accurate records, processing transactions, and supporting the customer service team in various capacities.
What You'll Be Doing:
As a Senior Member Services Associate, your responsibilities will include:
- Providing retirement benefit distribution options to participants
- Calculating and processing Required Minimum Distributions (RMD) for terminated participants
- Communicating with participants regarding their retirement and distribution options
- Preparing and processing death benefit options for beneficiaries
- Assisting with compliance projects and serving as backup for various team functions
What We're Looking For:
The ideal candidate will have:
- A Bachelor's degree in a business-related field
- At least 3 years of experience in a similar role, ideally within a retirement or employee benefits department
- Strong knowledge of ERISA regulations and retirement plans
- Excellent analytical, organizational, and communication skills
If you're passionate about retirement benefits and customer service and have experience with ERISA regulations, we'd love to hear from you. This is a fantastic opportunity to make a real impact while working with a supportive and dynamic team.
We look forward to finding the perfect candidate to join our team.