Essential Functions
- Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
- Acts in a pro-active manner with assigned clients and builds relationships to ensure retention
- Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches / resolves issues
- May participate in final Sales presentations as well as prepare and facilitate client / advisor meetings when needed
- Performs under pressure with minimal direction
- Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
- Focuses on learning in everyday activities and events
- Collaborates with and openly shares knowledge with colleagues
- Regular, reliable, and punctual attendance
Management Responsibilities (None)
Required Education, Experience and Certificates, Licenses, Registrations
- 5+ years of experience working in a related position in the retirement services sector
- Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
- Bachelor’s degree in a business related field or industry experience
- DST experience
Competencies
- Verbal and Written Communication Skills
- Independent
- Time Management
- Diplomatic
- Creative Problem Solver
- Integrity
- Analytical Thinker
- Resourceful
- Team Player
- Sound Judgment
- Results Driven
- Exhibits Personal Credibility
- Forward Thinking
- Planning and Organizing
- Project Management
Travel : Up to 10%
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.
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