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Product Support Specialist - Conversions

ftwilliam.com part of Wolters Kluwer Legal & Regulatory

in Remote

Logo for ftwilliam.com part of Wolters Kluwer Legal & Regulatory

BASIC FUNCTION – ROLE SUMMARY

The job is to assist new customers with the transition of their retirement documents and compliance data to the ftwilliam.com software.

ESSENTIAL DUTIES AND RESPONSIBILITIES

ftwilliam.com provides administrative, document and compliance software for retirement plan service providers.  This specialist supports customers by answering ftwilliam.com software questions, specifically related to converting their plan documents and/or compliance data to the ftwilliam.com software. 

This position requires that the individual:

  • Assist customers with technical questions as they relate specifically to document/compliance conversion via phone and email. 
  • Assist customers with product software questions via phone and email.
  • Assist ftwilliam.com product owners in identifying areas for improvement as it relates to the conversion process
  • Work closely with management and sales during the initial sale, to help with questions on the conversion process
  • Coordinate timing of data transfer
  • Assist with other duties as time permits

OTHER DUTIES

  • Various ad hoc activities as required

JOB QUALIFICATIONS

  • Two year degree or comparable Industry experience
  • Willingness to expand industry knowledge and to earn an ASPPA or NIPA credential
  • Experience with retirement plan documents a plus
  • Experience with ftwilliam.com software a plus
  • Proficiency in MS Office products such as Excel, Word, Outlook, and other standard business software applications

OTHER KNOWLEDGE, SKILLS & ABILITIES

  • Attention to detail
  • Excellent customer service skills, including superior written and verbal communication skills
  • Ability to work in a team environment and help other team members when needed
  • Strong analytical and problem-solving skills
  • Ability to perform work independently with minimal supervision and to exercise sound, independent judgment, and discretion.
  • Ability to manage multiple concurrent projects

TRAVEL REQUIREMENT

  • Minimal travel required to our various office locations.  May work in the field with customers and sales reps.

PHYSICAL DEMANDS

  • Normal office environment

How to Apply

Please email resume and cover letter to george.b.smith@wolterskluwer.com please no phone calls. 


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