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

• 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

• Bachelor’s 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.