Associate
2 weeks ago
Roles and Responsibilities
- Provide exceptional client service by understanding clients' needs, building strong relationships, and delivering tailored solutions.
- Conduct comprehensive retirement planning analysis using tools like Defined Contribution, 401K, IRA, Retirement Benefits to identify opportunities for improvement.
- Collaborate with internal teams to ensure seamless execution of plans and provide ongoing support to clients.
- Stay up-to-date with industry trends and regulatory changes to maintain expertise in retirement planning.
Desired Candidate Profile
- 1-6 years of experience in financial services or a related field.
- Strong knowledge of defined contribution/defined benefit pension plans, 401(k) plans, individual retirement accounts (IRAs), retirement benefits administration.
- Proficiency in creating detailed reports using various software applications such as [list specific software].
- Excellent communication skills with ability to articulate complex concepts simply.
- US Shift
- Both side cab and meal.
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