Sr. Complex Services Processor

Alternate Locations: Work from Home

 

 Work Arrangement:

Remote : Work at home employee

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74736

 

The Role at a Glance

We are excited to bring on a Sr. Complex Services Processor to support the Retirement Plan operations business in a work from home environment.

 

Background Details
As a Sr. Complex Services Processor, you will be responsible for efficiently and accurately processing corrections needed at either the plan or the participant level. You will be processing straight forward/simple corrections. Over time, you will also process increasingly more complex corrections that will require additional review and research to determine next steps for correction. If this sounds like a role for you, please read on!

What you'll be doing

• You will review, research and process simple and increasingly complex corrections for the retirement plan and retirement plan participants in accordance with established procedures and guidelines in a timely manner and meeting deadlines appropriately.
• You will obtain needed information by communicating effectively, verbally and in written form, with internal/external stakeholders while maintaining a professional demeanor in all interactions. You will review and provide information to increasingly complex questions and concerns from internal and external stakeholders.
• You will monitor daily workload volumes and production area processes to ensure quality and timeliness in accordance with established service goals.
• You will share knowledge, information and changes in process with team members.
• You will identify, recommend and champion process improvements and organizational initiatives that will positively enhance and influence the team and quality.

What we’re looking for

Must-have experience (Required):

• High School Diploma or GED.
• 3 – 5+ Years of processing or similar experience that aligns with the specific responsibilities for this position.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced, team environment.
• Ability to evaluate information and the implications of a course of action or solution.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Ability to be adaptable/flexible as business needs change.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).  

 

Nice-to have Experience (Preferred):  

• Retirement plan operations experience.
• Solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, and customers).
• Strong interpersonal skills with a collaborative style. Finds common ground and can gain collaboration among management, colleagues, and peers. 

Application Deadline

Applications for this position will be accepted through July 1, 2025, subject to earlier closure due to applicant volume.

 

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

 

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• Work arrangements that work for you

• Effective productivity/technology tools and training

 

The pay range for this position is $25.51 - $34.01 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limite