**J** **O** **B** **S** **UMMARY**

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.

**E** **SSE** **NTIAL** **F** **UNCTIONS** _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

**M** **ANAGEMENT** **R** **ESP** **O** **NSIBILITIES** **(** **N** **O** **NE** **)**

**R** **E** **Q** **UIRED** **E** **DUCATION** **, E** **XPE** **RIENCE AND** **C** **E** **RTIFICATES** **, L** **ICENSES** **, R** **E** **G** **ISTRATIONS**

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

**P** **REFERRED** **(** **BUT NOT REQUIRED** **)** **E** **DUCATION OR SKILLS FOR THIS ROLE ARE**

Bachelors 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

**T** **R** **A** **VE** **L:** Up to 10%

**O** **T** **HER** **D** **UTIES**

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

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