JOB SUMMARY  

Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform.  Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.

• Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication
• Acts in a proactive manner with assigned clients and builds relationships to ensure retention
• Works with plan sponsors, brokers, registered investment advisors, Trust companies and other third-party vendors, including auditors to reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issues
• Works under pressure in a very fast paced environment
• Focuses on learning in everyday activities and events
• Coordinate with and openly exchange knowledge with colleagues
• Regular, reliable, and punctual attendance

MANAGEMENT RESPONSIBILITIES (NONE)

REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS

• At least 3+ years of experience working in a related position in the retirement services sector
• Proven relationship management experience
• Demonstrated project management skills
• Solid MS Office skills to include Excel

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE

• Bachelor’s degree in a business-related field or industry experience
• DST experience

PROFICIENCIES

• Ability to work unsupervised
• Diplomatic
• Creative Problem Solver
• Integrity
• Detailed Thinker
• Resourceful
• Team Player
• Sound Judgment
• Results Oriented
• Personal Credibility
• Written and Oral Communication Skills