Retirement Services Rep

Job Overview

Job Description

Retirement Services Rep needs 1+ years’ of retirement products and services
Retirement Services Rep requires:
1+ years of retirement products and services
1+ years of Microsoft Word, Access, and Excel experience
1+ years experience entering data and managing processing through business systems such as multiple production processing systems for performing review / analysis (Unified Desktop, Siebel, Unified Workflow, Plan Rules)
1+ years experience maintaining and securing detailed customer information
Preferred skills:
Must be detail-oriented and possess the ability to meet Service Level Agreements (SLAs) within Team Scorecard targets
Ability to work independently and manage multiple priorities
Effective written and verbal communication skills
Effective interpersonal skills
Confident performing in-bound and out-bound telephone calls to clients
Ability to listen effectively when providing support, answering questions or resolving conflicts
Timely and effective follow-up and follow through skills
Willingness to take initiative as needed to recommend process improvement ideas
Effectively influence in a positive and productive manner within the team as well as across teams / departments
Ability to embrace Change while seeking opportunities for Continuous Improvement
Equal

Retirement Services Rep duties:
• Provides client facing sales and service support to Wealth Management Advisor assigned clients.
• Communicates clearly with advisory team and our clients to resolve service and sales requests
• Remediates client requests by collaborating with internal processing areas and external carriers
• Provides support for special projects as needed
• Provides client facing support for service and sales related activities
• Provides sales cycle management support including sales forms completion, and asset transfer coordination with alternate carriers
• Provides custom forms packages for Wealth Management clients.
• Coordinates resolution of sales and service NIGO (Not in Good Order) requests within the advisory teams
• Responds to client service needs via multiple methods of contact (in person, phone, email)
• Completes other duties as assigned