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Client Experience Team Member

Leading Retirement Solutions LLC

in Remote / Seattle WA

Leading Retirement Solutions (LRS) is a fast paced, emerging Third Party Administration and Recordkeeping firm to company sponsored retirement plans.

LRS specializes in finding streamlined solutions for companies that need to provide retirement benefits in emerging and underserved industries. We provide  retirement plan management services, including plan design, administration , compliance and correction, and open architecture recordkeeping services, to advisors, managers, plan sponsors, and participants .

Position: Client Expeience Team Member

Salary: DOE

Location: Remote

Hours: Full-Time

The Client Experience Team Member is responsible for oversight of the sponsor, participant, and partner plan management processes. The ideal candidate should be a self-starter who is prepared to work in a fast-paced and customer-focused environment. This includes managing client and advisor expectations and meeting service timelines for retirement plan clients to ensure a positive and efficient experience. 

Our team is dedicated to supporting all our team members. We have a broad mix of experience levels and tenures, and we’re building an environment that celebrates knowledge sharing and mentorship.

Responsibilities:

• Primary point of contact for clients, partners, and vendors, by actively supporting inquiries received via email, live chat, website inquiries, phone and more.
• Consulting with plan sponsors to assist them with optimal plan design to achieve the highest profitability of a successful retirement program
• Oversee plans in maintenance status and consulting on operational matters.
• Learn 3rd party application communication tools, identify how our internal team members and external clients/partners can better utilize such tools, create, and provide training to maximize the use of such tools.
• Develop our external and internal knowledge base, , by creating training materials and FAQs to support internal team members, clients, and partners with effective instructions.
• Collect, maintain, and report Key Performance Indicators and metrics related to client communication  
• Facilitate and provide online   application training for new clients and partners.
• Recommend and implement operational changes that improve client satisfaction and decrease client and partner inquiries.
• Support the implementation of new clients with our company,  .
• Prepare  participant notices and other sponsor and participant communication.
• Analyzing client accounts for possible revenue earning opportunities
• Creates and maintains documentation, policies, and procedures for assigned tasks.
• Maintains confidentiality of all corporate, client, and research matters.

An ideal candidate should possess the following skills:

• Bachelor’s Degree
• Minimum 2 years experience servicing and/or onboarding company sponsored retirement plans and/or experience in the financial services or investment industry
• ASPPA RPF 1, ASPPA RPF 2, or QKA certifications preferred.
• Experience with SRT preferred
• Superb communication skills and a commitment to superior customer service
• The ability to communicate expectations, requirements, and progress to senior leaders, peers, and team members
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations
• A demonstrated track-record of consistently meeting and/or exceeding performance expectations
• Willingness to continually upgrade knowledge and understanding of our industry
• Strong command of technology and ability to learn new software solutions easily and quickly.
• Proficiency is required with Excel, Word, Outlook, Adobe Acrobat, and browsing network directories.
• Proficiency working in a completely remote environment
• Solutions-oriented and ability to handle changing and competing responsibilities.

We Offer Benefits: Medical, vision, and dental benefits, company sponsored 401(k) Plan + company matching contributions, and financial assistance with ongoing education and credentialing. Paid holidays and paid time off; additional paid time off days are awarded at least annually.

We are a growing company providing each of our team members the opportunity to be a part of our company's success.

How to Apply

To apply, please email your resume to Careers@leadingretirement.com.

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