Contact: Carrie HInkel
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Utah Retirement Systems
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Listing Number 1011711
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Member Since Dec 11, 2017

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Customer Service Specialist I - RET

Utah Retirement Systems
Salt Lake City, UT 84102 | Posted Jul 20, 2025
77

Job Description

Acts as front-line contact for receiving and responding to incoming department calls and walk-ins. Performs a variety of duties to deliver day-to-day services of the Defined Benefit Department. Answers questions and assists members with the application process for all Utah Retirement Systems (URS) and the Utah Governors and Legislative Retirement Plan.

Responsibilities

  • Educates members on pension qualifications to retire and how to start the retirement process. Answers questions regarding eligibility, vesting, and the differences between the systems.
  • Assists individuals visiting the Office and answers incoming calls from members, employers, attorneys, and financial planners in a timely and courteous manner.
  • Takes requests from members for retirement estimates and determines if members are eligible for retirement. Makes appointments for members to meet with an advisor to review benefits and/or complete retirement paperwork.
  • Educates members on website navigation. Troubleshoots website account issues including setup, password resets and deletions along with other various website issues. Assists members making changes through the website.
  • Assists members in completing retirement forms. Processes, completes, and assures accuracy of retirement applications, direct deposits, address changes, and tax withholding changes.
  • Explains the consequences of refunding retirement contributions and takes requests from members to start the refund process.
  • Prepares verification of income letters for members or financial institutions.
  • Manages and distributes department faxes.
  • Approves the preliminary report for refund and death benefit checks.
  • Covers the retirement department reception desk on a rotating basis.
  • Achieves productivity and quality guidelines established by department standard.
  • Maintains strict confidentiality.
  • Performs other related duties as required.

Qualifications

High School diploma and one (1) year of progressively responsible experience performing clerical duties, customer service, data entry or similar duties; or an equivalent combination of education and experience.

 

Company Perks

Fitness centerTuition reimbursementOnsite medical

Specifications

  • Posting Date:Jul 20, 2025
  • Pay Range:$17 - $22 /hour
  • Category:Customer Service
  • Education Level:High School
  • Job Type:Full-time
  • Years of Experience:1-2 years
Apply Now
77
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Customer Service Specialist I - RET

Utah Retirement Systems
Salt Lake City, UT 84102 | Posted Jul 20, 2025

Contact: Carrie HInkel

All Jobs at Utah Retirement Systems
Apply Now

Job Description

Acts as front-line contact for receiving and responding to incoming department calls and walk-ins. Performs a variety of duties to deliver day-to-day services of the Defined Benefit Department. Answers questions and assists members with the application process for all Utah Retirement Systems (URS) and the Utah Governors and Legislative Retirement Plan.

Responsibilities

  • Educates members on pension qualifications to retire and how to start the retirement process. Answers questions regarding eligibility, vesting, and the differences between the systems.
  • Assists individuals visiting the Office and answers incoming calls from members, employers, attorneys, and financial planners in a timely and courteous manner.
  • Takes requests from members for retirement estimates and determines if members are eligible for retirement. Makes appointments for members to meet with an advisor to review benefits and/or complete retirement paperwork.
  • Educates members on website navigation. Troubleshoots website account issues including setup, password resets and deletions along with other various website issues. Assists members making changes through the website.
  • Assists members in completing retirement forms. Processes, completes, and assures accuracy of retirement applications, direct deposits, address changes, and tax withholding changes.
  • Explains the consequences of refunding retirement contributions and takes requests from members to start the refund process.
  • Prepares verification of income letters for members or financial institutions.
  • Manages and distributes department faxes.
  • Approves the preliminary report for refund and death benefit checks.
  • Covers the retirement department reception desk on a rotating basis.
  • Achieves productivity and quality guidelines established by department standard.
  • Maintains strict confidentiality.
  • Performs other related duties as required.

Qualifications

High School diploma and one (1) year of progressively responsible experience performing clerical duties, customer service, data entry or similar duties; or an equivalent combination of education and experience.

 

Company Perks

Fitness centerTuition reimbursementOnsite medical

Specifications

  • Posting Date:Jul 20, 2025
  • Pay Range:$17 - $22 /hour
  • Category:Customer Service
  • Education Level:High School
  • Job Type:Full-time
  • Years of Experience:1-2 years
Apply Now
Utah Retirement Systems

Page Stats

Listing Number 1011711
Page Views 3100 Views
Member Since Dec 11, 2017
Other Jobs in Salt Lake City, UT
Change Location »
  • No jobs found

Location Settings


Important Safety Tip

We work hard to protect you and this service from fraud. As with any classifieds service please be aware of the warning signs relative to buying and selling online. Concerned about this listing?