Sr. Analyst, Client Services-2
Core
Senior Analyst supporting the administration of qualified retirement plans for small to mid-size PPAs, TPAs, and plan sponsors.
Role type
Senior Analyst, Client Services
Builds
Retirement plan administration services and support for plan sponsors and administrators
Domain
Financial Services / Retirement Planning
Deliverable
dashboards & analysis
Required skills
Retirement plan knowledge, Customer service, Data management, Communication, Problem solving, Process improvement
Preferred skills
Wholesale distribution model experience, ASPPA RPF 1/2 certification
Technologies
Loan management systems, Nationwide websites and applications, 5500/Schedule C reporting tools
Responsibilities
Maintain relationships with producers, plan sponsors, actuaries, TPAs, and PPAs; Serve as point-of-contact for plan administration inquiries; Create and upload participant vesting files; Process loan reconciliations and system conversions; Manage incoming phone calls and email queues; Support payroll, statement management, billing, audits, distributions, tax reporting, and auto-enrollments; Research and coordinate issue resolution; Onboard new plans and provide functional training; Identify and resolve technical issues; Organize mass communications to administrators.
Seniority
Senior, individual contributor
