About this role
#LI-JSS #LI-Hybrid
Essential Functions and Primary Duties
• Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business • Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelines • Respond to Plan sponsors in a professional and timely manner concerning issues or questions • Promote client retention and identify opportunities to build existing relationships through timely service quality • Provide value add solutions to increase operational efficiencies • Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues • Assist with the introduction of new products and services • Resolve complex situations or requests • Create plan communications focusing on compliance and education • Attend client meetings and prepares materials for meetings • Achieve service goals established by department • Additional responsibilities as assigned Preferred Qualifications
• Bachelor's degree
Minimum Qualifications
• High School Diploma or GED • At least five years of professional, retirement plan administration, and compliance experience • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures • Possesses expert knowledge of pertinent laws, regulations, and professional standards • Expert use of applicable technology • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) • Experience performing work that requires initiative and leadership skills • Experience in coaching and teaching others • Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) • Ability to anticipate and elicit customer needs • Ability to self-learn and develop business and technical knowledge quickly • Motivated team player with demonstrated interpersonal skills • Comfortable working with quick turnaround times and deadlines • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization • Ability to travel as necessary