Participant Services Team Lead

Who we are:

Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint's suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, and Karel-Gordon & Associates, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone.

Jocelyn Pension Consulting, a Strongpoint Partner, is seeking a highly motivated and ambitious Team Lead for our Participant Service team who will oversee our Client/Participant support and Participant Distributions and Loans. This is a great opportunity for a motivated candidate who wants to support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

• This position has a requirement for a local candidate near Boulder, CO for a hybrid schedule.**
  
  

What you'll do:

• Oversee the daily operations of our client and participant services team, ensuring that support emails and phone calls are handled in a timely and accurate manner.
• Develop and implement processes to improve the efficiency and effectiveness of our participant support operations, including staff training and documentation procedures.
• Track and report on key performance indicators (KPIs) such as response times, issue resolution, and participant satisfaction.
• Review and approve participant loan and distribution requests in accordance with plan provisions.
• Monitor loan and distribution requests to ensure they meet service level standards; prepare monthly distribution and loan metrics.
• Work with the team to resolve issues related to loan or distribution requests and assist with complex inquiries as needed.
• Support and enhance a collaborative work environment through mentoring and coaching
• Able to creatively solve problems and overcome challenges in a variety of different scenarios
• Provide effective verbal and written communications in a clear, concise, and informative manner
  
  

Who you are:

• 3-5 years experience leading teams in a fast-paced environment
• 2 years experience in the financial industry
• Excellent verbal, written, analytical, organizational skills and keen attention to detail
• Strong math and / or accounting skills
• Strong initiative, integrity, self motivation, and results orientation
• Experience working with high-level, busy professionals
• Experience with Relius/Schwab RT software strongly preferred
• Excellent customer service skills
• Strong analytical and problem solving skills
• Sungard Relius and / or Schwab RT experience preferred
• Strong MS Office experience, especially Excel and Word
  
  

Our Value-Driven Employee Experience:

• Flexible Workplace
• Competitive PTO
• Inclusive Environment
• Development Opportunities
• Comprehensive Benefits
• Workplace Perks