Develops procedures and standards for communication with assigned clients to meet or exceed their operational, administrative, and compliance needs
Job Summary
Develops procedures and standards for communication with assigned clients to meet or exceed their operational, administrative, and compliance needs.
Works directly with plan sponsors, plan administrators, advisors/agents, and Third-Party Administrators to assist in managing inquiries and activities on the Retirement Plan.
Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience.
Matching Summary
Develops procedures and standards for communication with assigned clients to meet or exceed their operational, administrative, and compliance needs.
Salary
Base: $90,000 - $148,000; Bonus/Equity: Annual bonus eligibility; Benefits: Competitive compensation, generous retirement plan, health and wellness benefits, PTO, family care resources