Retirement Plans - TPA Client Services
Core
Administers qualified retirement plans for plan sponsors, TPAs, and PPAs, acting as a liaison to resolve technical issues and support plan operations.
Role type
Client Services Associate (Retirement Plans)
Builds
Plan administration services for small to mid-size PPAs, TPAs, and Plan Sponsors
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement plan administration, SS&C/TRAC record keeping, Loan Management System (LMS), Excel, Series 6 license
Preferred skills
SS&C/TRAC record keeping platform experience, Nationwide Financial wholesale distribution model experience
Technologies
SS&C/TRAC, Loan Management System (LMS)
Responsibilities
Maintain relationships with producers, plan sponsors, actuaries, and TPAs; process loan reconciliations and LMS conversions; manage incoming phone calls and email queues; create and upload participant vesting files; research and coordinate issue resolution; support front-line staff with web applications and onboarding.
Seniority
Entry-level to Junior