Job Description

Essential Functions

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  • Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
  • Acts in a pro-active manner with assigned clients and builds relationships to ensure retention
  • Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
  • May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
  • Performs under pressure with minimal direction
  • Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
  • Focuses on learning in everyday activities and events
  • Collaborates with and openly shares knowledge with...

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