Manage client services and relationships to create “raving fan” clients
Protect, secure, and handle all confidential data
Achieve above 4+ average ratings on client survey forms
Retain all existing profitable clients and prevent attrition
Complete Annual Client Review form for all clients
Watch for changes of the clients’ needs and expectations
Be the main contact for our clients, advisors, CPAs and attorneys
Identify and define clients’ problems
Seek out consulting opportunities by providing additional services
Assign appropriate tasks in Workflow and manage due dates
Requirements
Five to ten years of experience in the retirement plan industry
Excellent understanding of plan administration, compliance testing and pension law.
At least three years of hands on experience with defined contribution (401(k)) plans, including record keeping and vendor issues if working primarily with defined contribution plans.
At least three years of hands on actuarial work with defined benefit plans, including cash balance plans if working primarily with defined benefit plans.
Good business sense to understand clients’ business needs
Team player
Self-motivated
Comfortable working with numbers
Excellent verbal and written communication skills, including public speaking, on the phone and presentation skills
Excellent delegation skills
Excellent computer skills in Excel, Word and Notes