Offer summary
Qualifications:
Bachelor’s degree or equivalent experience, 1-3 years client experience in financial services preferred, Strong written and verbal communication skills, Proficiency in MS Office applications, Strong analytical and problem resolution skills.
Key responsabilities:
- Provide exceptional client service for retirement plans
- Develop relationships with team and internal departments
- Solve client issues and provide thorough research
- Monitor and close items for assigned clients
- Support sales team and participate in special projects