Account Specialist - Retirement

Job Description: Customer Support for Retirement Plan Accounts

Provides customer support to clients, advisors, TPAs and client executives for retirement plan accounts.

Responsibilities

• Respond to service inquiries from clients, advisors, TPAs and client executives.
• Handle client transactions, including payroll, distribution and enrollment needs.
• Document and initiate processing requests; ensure information is updated in appropriate systems.
• Support client reporting.
• Support the coordination of complex plan activities, including fund changes, re-pricing and product conversions.
• Assist in ordering materials on behalf of clients/advisors, such as enrollment kits, investment summaries, and other prepared materials.

Qualifications

• Bachelor’s degree in a business-related field or equivalent work experience.
• One year of customer service experience.
• Written/verbal communication and interpersonal skills.
• Basic skills in MS Word, Excel, PowerPoint.

Preferred Qualifications

• Retirement industry experience.
• ASPPA designation or related coursework.
• Knowledge of company systems.

Working Conditions

Office/remote/call center environment.

Compensation

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.

The salary for this position generally ranges between $37-45K. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for a 6% Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.