Associate Consultant, Client Administration

Role Summary

Follows established procedures to maintain communication with assigned clients’ operational and administrative needs.

Responsibilities

• Regularly communicates and meets with assigned clients to maintain a positive relationship and ensure that the daily operations of the plan are meeting their needs.

• Responsible for the day-to-day basic or routine activities relating to the operations of the client's plan

• Supports internal activities and initiatives designed to enhance the quality and efficiency of the Client Administration department's processes.

• Resolves basic or routine client issues, provides research, and supports reporting needs. Escalates more complex issues to supervisors or other senior staff.

• Navigates the Retirement Plan Services organization, digital resources, and business processes to support client needs and resolve escalated issues.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND

• 0+ years of total relevant work experience

Preferred:

• Internship experience in client services or related function

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.