Key skills
Project Management
About this role
Role Overview
- Manages and nurtures relationships with qualified defined contribution retirement plans
- Provides client support and customer service for daily client inquiries
- 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
- Maintains employer relationships, understands organizational needs, tailors plan frameworks, and effectively resolves escalations or service gaps
Requirements
- At least 3+ years of experience working in a related position in the retirement services sector
- Proven relationship management experience
- Demonstrated project management skills
- Solid MS Office skills to include Excel
- Bachelor’s degree in a business-related field or industry experience preferred
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off