Retirement Analyst
Position SummaryAs a Retirement Analyst you will contribute to the team by providing overall and strategic account support with a focus on client relations, retention, employee education, and escalated client service issues.
Primary Responsibilities Client Relationship Management:
Manage client relationships, interfacing with our clients' Benefits, HR & Finance teams on employee benefit matters Assist & facilitate on a multitude of retirement plan compliance related activities such as Form 5500 filing, required annual disclosures, and 401(k) discrimination testing Assist with Employee Education initiatives - coordinating the scheduling of Employee webinar meetings with Recordkeeper institutions, informing employees on plan provisions, benefit enrollments, and other general inquiries Preparing client presentations for quarterly meetings with Retirement Plan Committees.
Manage Client & Customer Service items, responsible for resolving customer/client escalation items to completion and compliance with Retirement plan rules Good understanding of Excel and PowerPoint Qualifications Solid customer service skills FINRA Licenses- Series 6, 63 OR Series 7, strongly preferred or agree to obtain the FINRA Licenses within a reasonable period after start date Bachelor's Degree (Required) Proficiency in Microsoft Word, PowerPoint, Excel, Outlook Powered by JazzHR Recommended Skills Customer Relationship Management Customer Service Filing Finance Financial Industry Regulatory Authorities Microsoft Excel Estimated Salary: $20 to $28 per hour based on qualifications.
Primary Responsibilities Client Relationship Management:
Manage client relationships, interfacing with our clients' Benefits, HR & Finance teams on employee benefit matters Assist & facilitate on a multitude of retirement plan compliance related activities such as Form 5500 filing, required annual disclosures, and 401(k) discrimination testing Assist with Employee Education initiatives - coordinating the scheduling of Employee webinar meetings with Recordkeeper institutions, informing employees on plan provisions, benefit enrollments, and other general inquiries Preparing client presentations for quarterly meetings with Retirement Plan Committees.
Manage Client & Customer Service items, responsible for resolving customer/client escalation items to completion and compliance with Retirement plan rules Good understanding of Excel and PowerPoint Qualifications Solid customer service skills FINRA Licenses- Series 6, 63 OR Series 7, strongly preferred or agree to obtain the FINRA Licenses within a reasonable period after start date Bachelor's Degree (Required) Proficiency in Microsoft Word, PowerPoint, Excel, Outlook Powered by JazzHR Recommended Skills Customer Relationship Management Customer Service Filing Finance Financial Industry Regulatory Authorities Microsoft Excel Estimated Salary: $20 to $28 per hour based on qualifications.
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