Job Summary
Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
* 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 colleagues
* Regular, reliable, and punctual attendance
Management Responsibilities (None)
Required Education, Experience and Certificates, Licenses, Registrations
* 5+ years of experience working in a related position in the retirement services sector
* Strong MS Office skills to include Excel
Preferred (but not required) education or skills for this role are
* Bachelor’s degree in a business related field or industry experience
* DST experience
Competencies
* Verbal and Written Communication Skills
* Independent
* Time Management
* Diplomatic
* Creative Problem Solver
* Integrity
* Analytical Thinker
* ResourcefulTeam Player
* Sound Judgment
* Results Driven
* Exhibits Personal Credibility
* Forward Thinking
* Planning and Organizing
* Project Management
Travel
Up to 10%
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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