Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers. Utilize excellent client service skills by partnering with Client Executives and internal partners to enhance customer relationships and satisfaction.
Requirements
- Provide support for daily administration of retirement plans
- Identify customer expectations and develop a strong working relationship
- Coordinate with manager to research issues and negotiate problem resolution
- Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams
- Provide prompt, accurate and consistent information that meets or exceeds quality metrics
- Recognize and communicate possible improvements to management
- Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities
- Attend training to obtain functional retirement plan knowledge
- Gather data from multiple systems to interpret, trouble-shoot and resolve problems
- Lead effective/strategic client meetings
- Assist with mentoring new account managers
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
