Job Summary:   Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication
• Acts in a pro-active 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 respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues
• May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed
• Performs under pressure with minimal direction
• Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy
• Focuses on learning in everyday activities and events
• Collaborates with and openly shares knowledge with colleagues
• Regular, reliable, and punctual attendance

Management Responsibilities (None)

Required Education, Experience and Certificates, Licenses, Registrations

• 5+ years of experience working in a related position in the retirement services sector
• Strong 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

Competencies

• Verbal and Written Communication Skills
• Independent
• Time Management
• Diplomatic
• Creative Problem Solver
• Integrity
• Analytical Thinker
• Resourceful
• Team Player
• Sound Judgment
• Results Driven
• Exhibits Personal Credibility
• Forward Thinking
• Planning and Organizing
• Project Management

Travel:  Up to 10%

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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