Act as primary contact for a dedicated block of business to ensure client satisfaction.
Resolve client issues on compliance, tax reporting, and contract re-pricing using available resources.
Respond professionally and promptly to inquiries from Plan sponsors.
Promote client retention through high-quality service and relationship-building.
Provide solutions aimed at enhancing operational efficiencies.
Collaborate with internal teams to deliver accurate information related to service inquiries.
Assist in introducing new products and services to clients.
Benefits
Hybrid work model offering flexibility.
Opportunity for professional growth and development.
Engagement in meaningful client relationship management.
Access to resources for resolving complex client situations.
Participation in dynamic client meetings with prepared materials.
Full Job Description
Job Description
#LI-JSS #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelines
Respond to Plan sponsors in a professional and timely manner concerning issues or questions
Promote client retention and identify opportunities to build existing relationships through timely service quality
Provide value add solutions to increase operational efficiencies
Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
Assist with the introduction of new products and services
Resolve complex situations or requests
Create plan communications focusing on compliance and education
Attend client meetings and prepares materials for meetings
Achieve service goals established by department
Additional responsibilities as assigned
Preferred Qualifications
Bachelor's degree
Qualifications
Minimum Qualifications
High School Diploma or GED
At least five years of professional, retirement plan administration, and compliance experience
Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
Possesses expert knowledge of pertinent laws, regulations, and professional standards
Expert use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
