Provides proactive service and communications to retirement plan clients, including client support, documentation, and record keeping
Job Summary
Provides proactive service and communications to retirement plan clients, including client support, documentation, and record keeping.
Acts proactively with assigned clients and advisors to ensure retention, inspire client dedication, and develop positive relationships.
Assists plan sponsors and intermediaries on web-based application utilization and delivers web demonstrations for financial advisors and plan sponsors.
Matching Summary
Provides proactive service and communications to retirement plan clients, including client support, documentation, and record keeping.
Skills & Requirements
Must-have
Proactive client service and communication
Retirement plan client support
Client retention and engagement
Plan document interpretation
Payroll item correction and funding
Web-based application utilization
Nice-to-have
Thrives in fast-paced environment
Embraces personal growth and challenges
Forward-thinking and initiative-driven
Fosters teamwork and collaborative relationships
Key Requirements
Bachelor's degree in business or equivalent experience