Client Resolution Rep I Retirement Plans

#LI-JSS #LI-Onsite

Essential Functions and Primary Duties Open a case for every inquiry, including those that can be resolved during the first call or e-mail, as well as inquiries that require substantive research or a response Ensure accuracy in processing and responding within service level guidelines Assist and resolve retirement plan participant requests and issues Obtain account information Answer questions Execute transactions Respond to plan questions Process benefit payments Additional responsibilities as assigned Preferred Qualifications Bachelor's degree

Minimum Qualifications High School Diploma or GED Zero to Two years of relevant work experience in the retirement planning industry Proficient use of applicable technology Advanced computer skills in Word, Excel, PowerPoint, and Outlook Experience with digital data management/filling system is an asset Ability to manage multiple projects and deliverables simultaneously Excellent written/verbal communication skills and use of grammar Excellent organizational skills and attention to detail Ability to adapt to a changing environment Ability to follow standard procedures Ability to work cooperatively with others Ability to build relationships and trust with internal and external clients and other key stakeholders