Retirement Plan Specialist
Ridgeland, MS 39157
RETIREMENT PLAN CLIENT SERVICE SPECIALIST:
This position will be responsible for managing the needs of retirement plan clients by being the primary line of communication and liaison between the client and internal company departments and external sources, i.e. Financial Advisor, plan contact, plan record-keeper, via telephone and electronic communication; develop, foster, and maintain positive relationships internally and externally. Must be able to learn, understand, and professionally communicate 401(k) plan processes, as directed by the company, in a timely manner. This position directly contributes to client retention and client satisfaction. Will work in multiple systems that are web-based and are required to manage workload and assist clients, as well as perform administrative functions within the systems; effectively manage and balance multiple and sometimes competing priorities.
SALARY/BENEFITS: Salary depends on experience. Company offers paid health insurance and retirement plan
Benefit and/or retirement plan experience
Financial, auditing, or brokerage firm experience
Operational knowledge related to benefit and/or retirement plans, i.e. deferrals, contributions, distributions, loans, calculations, testing, Form 5500, Safe Harbor, self-funded insurance plans, premiums, claims, employer sponsored savings accounts (MSA, HSA)
Five or more years of continuous account management experience
Ability and willingness to take full responsibility for assigned client plans, communicating professionally (both verbal and written) with clients, collaborating with colleagues, and proactively assisting clients
Ability to maintain a professional respectful service demeanor at all times
Ability to adapt to an ever-changing environment; government regulations and company/system processes and procedures
Proficient knowledge of the Internet, web-based solutions, MS Outlook, MS Excel and MS Word
If you review the job description and the requirements above and your skills are a match, please click the APPLY ONLINE button below. Click the appropriate link as either a First Time Applicant or a Returning Applicant and follow the prompts. If asked, please select the PROFESSIONAL BRANCH . If you have any questions, email email@example.com or contact our office at 601-353-4200.