Client Resolution Representative 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