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 sponsors retirement
The Client Implementation Specialist (CIS) supports the Implementation Manager and other team members to ensure a word class client experience. The CIS will communicate various Plan timeframes, develop and communicate new clients plan
document to client and advisor, process loans, distributions and other plan transactions, provide various forms to plan sponsors/clients/advisors to assist in running the Plan efficiently and other duties as needed to provide industry leading customer
experience. The CIS must fit within our culture of integrity, teamwork, and putting clients’ interests first!
Prepare plan documents, plan amendments, merger/acquisition agreements and plan terminations.
assist with new business & customer service team
Track deliverables requested by internal AimPoint team members to completion
Execute regular tasks such as distributions, preparation of reports & client information changes.
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
Assist with annual report publishing to clients
Fielding retirement compliance and plan design questions.
Consultatively communicate with clients and financial advisors
Resolve prospect/customer issues in
a timely, professional and confident manner
Learn all systems used by Aimpoint in operations of business
Great communication skills with AimPoint team members, 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