This position is responsible for communicating with clients, plan sponsors, and brokers to organize meetings and address any questions or issues; Communicating with all internal departments; managing the
asset transfer process; managing the conversion process; applying knowledge of Federal pension regulations; managing assigned staff; preparing initial enrollment kits; and other duties.
with plan sponsors and brokers to organize employee meetings to increase the success of onsite meetings.
Communicate with clients to address all service issues and provide necessary research, problem solving and resolution support during plan
Successfully monitor and follow-up on items assigned, seeing tasks through to resolution and closure with clients.
Communicate with all internal departments to provide answers to client and partner questions when
Document all client contact in proprietary database, clearly logging any issues and follow up required.
Manage the asset transfer process with Plan sponsors, Advisor/TPA Partners, prior recordkeepers and sales staff. Ensure the
integrity of the process and its controls.
Manage the conversion processing requirements of existing clients for plans, splits, mergers, acquisitions, and de-conversions.
Apply knowledge of Federal pension regulations; interpret and apply
plan provisions as they relate to conversions.
Consult with Plan Sponsors, Advisor/TPA Partners and prior recordkeepers on reconciliation issues and recommend possible approaches and solutions.
Assess opportunities for workflow
efficiencies and develop alternative procedures and automation techniques.
Work with appropriate groups on a continual basis to evaluate and refine existing policies and procedures.
Must have a Bachelor’s Degree in Finance, Business, or other related
Proficient reading, writing, grammar, and mathematics skills; excellent computer, analytical and organizational skills; Must have good customer service and the ability
to work well with others; and solid project management skills. Must have knowledge of the retirement industry and a sharp attention to detail.
Must have a minimum of 5
years in the retirement industry with a strong knowledge of the industry.