This position provides client service to our partners, intermediaries and plan sponsors.
Serve as a resource to plan sponsors and financial advisors for matters related to plan level investment change requests, model additions, maintenance and self-direct brokerage setup.
Work with all internal Trade teams to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues.
Engage clients with value added consulting.
Develop a thorough understanding of our business, products and services.
Consistently deliver a high level of proactive client service in a professional manner.
Develop effective working relationships with team and internal departments to deliver effective service for our clients.
Provide thorough, high quality research, problem solving and issue resolution.
Ensure inquiries and issues are resolved and service levels are met.
Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
Help drive increases in client retention by reacting appropriately to client communications and activities.
Respond to inquiries on the status of plan activity (plan level events, corporate actions, broker changes, etc.).
Support the Trade Services teams in their efforts to provide quality results.
Inquire with clients as requested.
Perform other duties and participate in special projects as assigned.

Bachelor’s degree or equivalent work experience.
Demonstrated ability to perform in a fast paced service environment.
1-3 years direct client experience in financial services preferred.
Strong written and verbal communication skills.
Proficiency in MS Office software applications, specifically Outlook, Word and Excel.
Strong analytical and problem resolution skills.
Ability to work in a team environment to ensure common goal of providing exceptional client service.
Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client.
Ability to work well under pressure with multiple priorities and deadlines.
Sound business judgment in determining what issues need to be elevated to appropriate level of authority.
Ability to work overtime to meet the needs of the business unit.

Trade Associate – Client Services

Key skills