J O B S UMMARY
Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform.
Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.
E SSE NTIAL F UNCTIONS
- Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication
- Acts in a proactive 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 reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research / resolve issues
- Works under pressure in a very fast paced environment
- Focuses on learning in everyday activities and events
- Coordinate with and openly exchange knowledge with colleagues
- Regular, reliable, and punctual attendance
M ANAGEMENT R ESP O NSIBILITIES ( N O NE )
R E Q UIRED E DUCATION , E XPE RIENCE AND C E RTIFICATES , L ICENSES , R E G ISTRATIONS
- At least 3+ years of experience working in a related position in the retirement services sector
- Proven relationship management experience
- Demonstrated project management skills
- Solid MS Office skills to include Excel
P REFERRED ( BUT NOT REQUIRED ) E DUCATION OR SKILLS FOR THIS ROLE ARE
- Bachelor’s degree in a business-related field or industry experience
- DST experience
PROFICIENCIES
- Ability to work unsupervised
- Diplomatic
- Creative Problem Solver
- Integrity
- Detailed Thinker
- Resourceful
- Team Player
- Sound Judgment
- Results Oriented
- Personal Credibility
- Written and Oral Communication Skills
T R A VE L : Up to 10%
O T HER D UTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job.
Duties, tasks and activities may change at any time with or without notice.
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