Supports the client onboarding process to ensure key deliverables are met for both plan implementation and ongoing plan processing.
Responsible for delivering exceptional customer service that exceeds customer expectations in all contact interactions.
Assists with the plan set up process and ensures the Financial Professionals, Employers, and IRA Owners have all of the information necessary to successfully launch their plan and enroll participants into their plan.
Assists when needed with the daily transaction processing including, initiating and or verifying distribution requests, processing payroll contributions, and following up on errors and other issues as they arise.

Bachelor’s degree preferred with course work in business, communication, accounting and/or marketing.
Minimum of 3 years of industry experience in financial services or retirement services environment.
Client Service experience preferred working directly with Plan Sponsor's and/or Financial Advisors in a recordkeeping environment.
Moderate IRA knowledge or job specific technical knowledge regarding Traditional and Roth IRAs and SEP and SIMPLE IRA plans.
Demonstrates technical expertise in more than one area within Operations and has functional knowledge of other areas within Operations.

IRA Installation Analyst

Key skills