About this role
Role Overview
- Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans.
- Resolves team escalations, documents procedures, and identifies areas for process improvement.
- Provides client support and customer service on day-to-day issues with clients by responding timely and effectively.
- Acts in a pro-active manner with assigned clients and builds relationships to ensure retention.
Requirements
- 5+ years of experience working in a related position in the retirement services sector
- Strong MS Office skills to include Excel
- Bachelor’s degree in a business related field or industry experience
- DST experience
Benefits
- Client support and customer service
- Professional development opportunities