Offer summary
Qualifications:
5+ years in retirement services sector, Strong MS Office skills, especially Excel, Bachelor’s degree preferred but not required, Experience with DST is a plus.Key responsabilities:
- Support clients and address day-to-day issues
- Build and maintain proactive client relationships
- Collaborate with vendors and respond to requests
- Facilitate client meetings and handle escalations
- Manage competing deadlines in a fast-paced environment