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.