Key skills
AnalyticsCommunicationCollaboration
About this role
Role Overview
- Contributing to various team meetings
- Participating in day-to-day communication with clients proactively
- Assisting clients with questions and issue resolution
- Managing review meetings directly or in coordination with Retirement Advisors
- Preparing client meeting and other presentation materials in collaboration with the retirement client service team and with Retirement Advisors
- Conducting employee education workshops and enrollment meetings
- Coordinating with other departments to ensure deadlines are met
- Maintaining client support technology systems including databases, client relationship management systems, and investment analytics application
- Assisting in the completion of additional reports and presentations as necessary
- Helping the team in streamlining services and implementing new applications, software, and products
- Contributing to a positive workplace environment
- Ensuring the highest level of customer service and satisfaction
Requirements
- Bachelor’s degree
- FINRA Series 65 license (or obtaining within the established timeframe)
- 5+ years of relevant financial services industry experience
- Experience in the retirement industry, as well investment knowledge
- Excellent communication skills, both oral and written
- Detail orientated and superior organizational skills
- Deadline driven
- Ability to work independently, as well as be a team player demonstrating collaboration
- Tech-savvy with excellent command of all Microsoft programs (Office, Word, and Excel)
- Fluency in Spanish is preferred, but not required.
Benefits
- Company Paid Life Insurance
- Long-Term and Short-Term Disability
- Medical, Dental, Vision and FSA/HSA plans
- 401(k) with company match
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO
- An awesome team of professionals!