Retirement Plan Account Manager providing day-to-day plan administration support. Collaborating with clients and teams to ensure compliance and operational efficiency in retirement plans.
Responsibilities
Provide day to day plan administration support to plan sponsors, advisors, and Third-Party Administrators
Communicate with clients, management, and legal counsel on potentially litigious situations
Support incoming toll-free inquiries minimum of 75% per day
Requirements
Associates Degree
2+ years of customer experience working in fast paced environment.
Microsoft Office Suite with focus on Excel.
Demonstrated written and verbal communication skills.
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