What are the responsibilities and job description for the Client Support Specialist position at LingaTech?
Location: Harrisburg, PA - local candidates only
Position Type: Hybrid, 2 days onsite in Harrisburg, PA
Contract Length: 4 months with extension
Position Overview:
This position will be responsible for assisting Relationship Managers with supporting the overall business relationship with each assigned existing and potential municipality and/or member. This position will assist in the management and coordination of current and new business development, pension plan contract management, client satisfaction, and dispute resolution.
Duties:
Position Type: Hybrid, 2 days onsite in Harrisburg, PA
Contract Length: 4 months with extension
Position Overview:
This position will be responsible for assisting Relationship Managers with supporting the overall business relationship with each assigned existing and potential municipality and/or member. This position will assist in the management and coordination of current and new business development, pension plan contract management, client satisfaction, and dispute resolution.
Duties:
- Assists with the maintenance of client paperwork, files, records, and documentation accurately and in compliance with standards and best practices.
- Assists in coordinating client meetings, appointments, and follow-up as required. Helps prepare and distribute meeting agendas, minutes, and action items.
- Acts as a point of contact for municipalities and/or members, assists with handling inquiries and resolving issues promptly, accurately, and professionally.
- Contributes to the preparation of client communications, reports, and presentations as needed.
- Collaborates with business leadership and other professional staff to ensure municipalities and/or members receive exceptional service and support.
- Gather information to build operational reports in collaboration with leadership.
- Compiles and analyzes data to identify trends, opportunities, and areas for improvement.
- Assists in preparing regular and ad-hoc reports for municipalities, members, and internal stakeholders. Collaborates with the team to develop insights and recommendations based on data analysis.
- Ensures compliance with regulatory requirements and internal policies related to pension administration.
- Assists in conducting risk assessments, audits, and compliance reviews.
- Collaborates with the team to implement risk mitigation strategies and control measures.
- Participates in training sessions and workshops to enhance knowledge of pension administration services.
- Assists in onboarding new team members and provides ongoing support and guidance.
- Contributes to the development of training materials and resources for internal use.
- Represents the client in meetings and performs and/or coordinates various administrative functions and other related duties as assigned.
- Familiar with IRS-qualified retirement plans for local governments, employer fiduciary obligations, and plan administration responsibilities.
- Communicates effectively, both orally and in writing
- Interprets applicable policies and procedures
- Organizes, prioritizes, and monitors work assignments
- Develops and finalizes correspondence, presentations, contracts, and reports
- Establishes and maintains effective working relationships
- Understands pension administration concepts and practices
- Applies legislative and policy requirements
- Diagnoses and troubleshoots problems
- Uses personal computer, associated software, and standard office equipment
- Logs and tracks correspondence and client communication