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Client Experience Specialist

AimPoint Pension

(Remote / Pompano Beach FL)

About AimPoint Pension

AimPoint Pension is a retirement plan consulting firm with a single-minded goal: delivering a better client experience through a high-touch, tailored approach to customer service. Aimpoint Pension is a fast paced, employee empowered organization with the goal of becoming the best TPA in the industry.  We strive to support our plan sponsor, advisor and CPA clients in every aspect of running the sponsor’s retirement plan. We’re a team of more than 40 experts serving more than 1,400 retirement plans in 32 states with assets exceeding $2.0 billion. We’re helping tens of thousands of Americans on their path to a financially secure retirement.

Description

The Client Experience Specialist (CES) supports the plan administrators and other team members to ensure a world class client experience. The role provides support to the Plan Administrator with various duties to support gathering compliance data, interacting with Plan Sponsor and advisor on behalf of the Plan Administrator and delivering various documents to the Plan Sponsor.  The CES will communicate with clients and their advisors throughout Plan year to gauge satisfaction and communicate various Plan timeframes, communicate new clients plan document to client and advisor, and other plan transactions, provide various forms to plan sponsors/advisors to assist in running the Plan efficiently and other duties as needed to provide industry leading customer experience.  The CES must fit within our culture of integrity, teamwork, and putting clients’ interests first!

• Serve as initial point of contact for clients/advisors, and route client requests appropriately.
• Track deliverables requested by clients to completion.
• Execute regular tasks such as distributions, preparation of reports & client information changes.
• Archive client information and correspondence in an organized manner consistent with firm practices
• Set up and maintain client data, updates, notes, and mailings in CRM software.
• Make OUTGOING calls/emails to clients/advisors on periodic basis to “check in”, provide industry news and /or ask for a deliverable (census, signed amendment, etc)
• Assist with annual report publishing to clients.
• Fielding retirement compliance and plan design questions.
• Consultatively communicate with clients and financial advisors
• Assist with plan design options.
• Prepare plan documents, plan amendments, merger/acquisition agreements and plan terminations.
• Collaborate and assist with new plan business as needed.
• Resolve prospect/customer issues in a timely, professional and confident manner.
• Learn all systems used by Aimpoint in operations of business.

Required Qualifications: 

• Great communication skills with plan sponsors, advisors and other points of contact
• Excellent organization, prioritization, and problem-solving skills.
• Ability to work well under pressure with multiple priorities and deadlines
• Detail-oriented, Self-starter, Entrepreneurial, Motivated
• Some experience in qualified plan design, compliance testing and administration
• Microsoft Word, Outlook, Excel experience, and the ability to learn new software quickly 

How to Apply

COMPENSATION & BENEFITS

We offer competitive salaries with bonus incentives and a comprehensive benefits package including medical, dental, life and 401(k) with a company match, paid-holidays, and education reimbursement. The range for this role is $50-$60K, DOE. 

Additional Information/Application Process:

Send resume to : tiffany@tpateam.com

Web Site: www.aimpointpension.com

Include salary requirements.   References will be asked for of top candidates.  All candidates subject to background check.

A Verified Employer
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