
Retirement Plan Services Specialist
5 days ago
Job Description
In this role, you will be responsible for developing and maintaining effective relationships with clients and acting as the direct client contact for retirement plan services.
Main Responsibilities
- Communicate with clients regarding service delivery, provide assistance on day-to-day retirement plan administration, troubleshoot plan issues, and discuss the impact of select legislative requirements.
- Ensure the delivery of optimal service, client satisfaction, and client retention.
- Act as the primary contact for retirement plans regarding day-to-day record keeping matters and provide prompt customer service.
Requirements
- Up to 1 year of directly related experience.
- Bachelor's degree or its equivalent in education and experience.
About Us
We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, Social Responsibility.
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