Job Description

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement. 

ESSENTIAL FUNCTIONS

  • Provides client support and customer service for daily client inquiries through both verbal and written communication.
  • Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction.
  • Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues.
  • Excels in high-pressure, fast-paced environments.
  • Participate and engage in open knowledge sharing with colleagues.
  • Provide clear participant guidance, employer communications, retirement education sessions...

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