Spec Account Management-3

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Spec Account Management works within a Service Team environment, which will consist of queries/requests from Client Service Managers. The individual will work on all service and operational requests from a specific group of CSM and will be responsible for the overall service experience for their clients. He/she will be highly engaged in all areas of support and management relative to the activities of these specific CSM. The individual will focus on areas of client service relationship management, problem resolution, and process improvement. He/she are encouraged to be key contributors to a positive workplace environment and have a strong commitment to teamwork and shared success

DUTIES/RESPONSIBILITIES/ESSENTIAL FUNCTIONS
- Proactively follows up on outstanding issues with internal functional areas related to: contributions, loans, distributions, enrollment, payroll support, compliance, audit, reporting and general inquiries.
- Ensures issues are being resolved and clients/partners are kept apprised of progress ensuring highest level of client service and satisfaction.
- Typically handles straightforward problems/issues and refers more complex issues to senior staff.
- Actively participates in reviews (if any) with the client service managers.
- Should carry supporting divisional business needs, while maintaining a “client first” mentality.
- Driving high satisfaction, quality and efficiency for both the client and client service managers.
- Delivering superior results quickly and efficiently, utilizing effective time management skills.
- Driving innovation through curiosity and comprehensive understanding of business processes and challenges

EDUCATION
- Bachelors Degree is a must

OTHER PREFERRED QUALIFICATIONS
- 2-4 year experience in 401k industry
- Knowledge of ERISA, DOL and applicable IRS regulations related to retirement
- Strong interpersonal skills and eye for details oriented
- Should possess strong written and verbal communications, should be flexible to work in night shift
- Must be deadline oriented ensuring issues are being resolved and clients are kept apprised of progress ensuring highest level of client service and satisfaction
- Knowledge of Microsoft Office Suite Programs
- Accountability: Demonstrates reliability by taking necessary actions to ensure issues are resolved within the set deadlines
- Global Collaboration: Applies global perspective when working within the Team and reach out to relevant stakeholders to avoid any delay in resolving queries
- Communication: Articulates information clearly and presents information effectively and confidently when working with others
- Time Management: Ability to multi-task, prioritize, and problem-solve effectively. Promptly handles escalated issue/s

PHYSICAL REQUIREMENTS
- This job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers and filing cabinets. While performing the duties of this job, the employee is regularly required to concentrate, talk and hear. This role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write, listen, verbally communicate, present information, respond to questions, problem solve, concentrate and tolerated stress. Many duties will be done while sitting at a desk and working on a computer.

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