This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform
Job Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.
You will review and identify issues with potential fund lineups, prepare fund applications, and coordinate with implementation managers to transition plans onto the client's platform.
Matching Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
Salary
$6 per hour
Skills & Requirements
Must-have
Review fund lineups
Prepare fund applications
Coordinate plan transitions
Maintain client data in CRM
Collaborate with internal teams
Support operating procedures
Nice-to-have
Optimistic, flexible, creative
Team-oriented, results-driven
Affinity for learning and communication
Proactive and analytical problem-solver
Key Requirements
Understanding of mutual funds, stable value funds, CITs, and ETFs
High degree of organization and dependability
Ability to prioritize tasks and manage client expectations