Bilingual Benefits Analyst providing comprehensive technical support for client insurance plans. Analyzing financial data while building strong client relationships in a collaborative team environment.
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Onsite Client Service Coordinator – Retirement Plan Services
Posted 5 days ago
About the role
- Client Service Coordinator supporting Wealth Advisory - Retirement Plan Services in office. Handling client communications, processing paperwork, and supporting advisory services operations.
Responsibilities
- Support the Wealth Advisory -Retirement Plan Service team on a national level.
- Handle client service matters through timely and efficient communication.
- Process client paperwork and requests while following best practices.
- Ensure client paperwork is in good order and work with operations to correct any issues.
- Track retirement plan establishment and appropriate documents and save to files and firm’s platforms.
- Respond to general inquiries concerning departmental activities and operations.
Requirements
- 2 years of experience required, preferably in the financial investment industry.
- Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
Job title
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Experience level
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