Entry Level Plan AnalystVirtualVocations • Concord, California, United States
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Entry Level Plan Analyst
VirtualVocations • Concord, California, United States
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A company is looking for an Entry Level Plan Analyst.
Key Responsibilities
Maintain a caseload of safe harbor clients and manage client relationships
Consult with clients on plan operation and design, ensuring a great client experience
Document client interactions and complete assigned training while working towards obtaining an industry designation
Required Qualifications
Bachelor's degree
Customer service experience is a plus
Experience with Microsoft Office and comfortable using a computer
Knowledge of VOIP phone systems is a plus
Committed to lifelong learning and coachable
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Entry Level • Concord, California, United States
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