Offer summary
Qualifications:
High School Diploma or GED required, Bachelor's degree preferred, Two years of retirement plan industry experience, Experience in direct client service, Basic MS skills including Outlook, Word, Excel.
Key responsabilities:
- Onboard new clients from sale to first deposit
- Provide excellent customer service and education about plan operations
- Coordinate activities and manage implementation tasks
- Analyze data setup for accuracy in systems
- Stay current with retirement industry trends