Offer summary
Qualifications:
Bachelor’s degree in a business field or equivalent education/experience, Three years of customer relationship experience, including one year in financial services industry, Knowledge of daily administration of retirement plans, Excellent relationship management and communication skills, Proficiency using MS Office tools.
Key responsabilities:
- Provide outstanding customer service with daily retirement plan admin
- Support daily admin of retirement plans under minimal supervision
- Develop strong client relationships and identify expectations
- Provide prompt, accurate, and consistent info exceeding quality metrics
- Gather data to resolve problems and lead client meetings