SERVICE COUNSELOR 2 - FINANCIAL SERVICES - 57559
Nashville, TN 
Share
Posted 12 days ago
Job Description

Executive Service

SERVICE COUNSELOR 2 - FINANCIAL SERVICESTennessee Department of TreasuryNashville, TNClosing Date: 05/20/2024



Who we are and what we do:

The Tennessee Department of Treasury impacts the lives of Tennesseans every day. Treasury is responsible for many of the financial operations of state government, including managing more than $100 billion in assets through its various investment programs. We administer the State's Retirement Program, RetireReadyTN, which combines the state pension plan, Tennessee Consolidated Retirement System, and the State's Deferred Compensation plan. Treasury serves all Tennesseans by helping to educate and empower individuals to make informed financial choices, and by providing public-serving programs in the areas of college savings, financial literacy, unclaimed property, criminal injuries compensation, and more.

Job Overview:

The position is responsible for accurately calculating retirement benefits using detailed formulas. Also, this position determines member eligibility for service purchase, recalculations, and refunds when applicable. A Service Counselor communicates effectively and professionally with members and employers. Additionally, this team member evaluates data on member records and makes any necessary corrections. At the present time, this position is primarily remote, with occasional required in-person meetings. It is anticipated that the department will regularly utilize its downtown Nashville office on a hybrid schedule in the future. Job location is subject to change at the discretion of the Department. The successful candidate should live in Tennessee and provide sufficient internet connection.

Key Responsibilities:

  • Determine member or beneficiary eligibility for any benefits, service purchase, refunds, or retroactive payment using detailed calculations of average difficulty while meeting expectations for accuracy.
  • Accurately key appropriate information to the pension administration system related to account updates including death of retiree and beneficiaries.
  • Review and research reported data on member accounts, determine accuracy and adjust incorrect data as necessary.
  • Provide exceptional customer service, information, and material to TCRS members and employers by responding timely and professionally to requests, emails and telephone inquiries regarding but not limited to membership, benefits, beneficiary changes, lost service, and refunds.
  • Assist with other duties as assigned by TCRS Management.

Minimum Qualifications:

Graduation from a four-year college or university with a degree in a business-related field or math.

One year of experience with increasingly challenging assignments is required.

Excellent organizational skills, with a high level of self- motivation.

Pursuant to the State of Tennessee's Workplace Discrimination and Harassment policy, the State is firmly committed to the principle of fair and equal employment opportunities for its citizens and strives to protect the rights and opportunities of all people to seek, obtain, and hold employment without being subjected to illegal discrimination and harassment in the workplace. It is the State's policy to provide an environment free of discrimination and harassment of an individual because of that person's race, color, national origin, age (40 and over), sex, pregnancy, religion, creed, disability, veterans status or any other category protected by state and/or federal civil rights laws.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
1+ years
Email this Job to Yourself or a Friend
Indicates required fields