Customer Support Lead at Coda managing a team for B2C e - commerce storefronts. Leading second - line support for complex customer cases and cross - functional process improvements.
About the role
- Retirement Plan Support Specialist supporting Retirement Plan Advisors and managing client activity in the financial services industry. Responsibilities include administrative tasks, market analysis, and CRM tracking.
Responsibilities
- Support Retirement Plan Advisors in managing day-to-day client activity
- Provide administrative support including activities with third-party recordkeepers
- Analyze target markets and identify potential new business opportunities
- Maintain benchmarking software and assist in fee processing, invoice creation/distribution
- Track all referral activity related to RPS in CRM
- Handle arrangements for meetings, sales events, travel, and expense reimbursements
- Onboard new Advisors/retirement staff and update onboarding materials
Requirements
- Bachelor’s in Business Administration/Management, Economics, or Finance
- 3-5 years within the financial services industry
- Proficient in Microsoft Office, particularly Excel, PowerPoint, and Adobe suite
- Detail oriented with a high level of accuracy
- Understanding of financial services products, particularly related to retirement plans and investment products and services
- Solid analytical and problem-solving skills
- Excellent organizational and time management skills
- Excellent interpersonal skills to establish and maintain good relations with internal and external customers
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Job title
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Experience level
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Degree requirement
Location requirements
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