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Position Summary:
The primary responsibility of this position is to support the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions. Support all elements of the onboarding process by assisting internal departments and external parties through an established implementation timeline. Assist in communicating the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties. Assist in assigning and performing tasks to meet service timelines to ensure a successful transition of new business from sales to the Alerus account representative. Deliver a positive customer experience for the plan sponsor and other external parties.
Essential Responsibilities:
Job Function 1: Execution of New Client Onboarding - 50%
Job Function 2: Train New Clients on Alerus Systems - 50%
Position Requirements:
Qualifications:
Personal Characteristics:
Physical Demands - Must be met with or without a reasonable accommodation:
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Full Time
$64k-86k (estimate)
03/31/2024
05/30/2024
alerusmail.com
Grand Forks, ND
100 - 200