Client Service Specialist
Core
Provide accurate and timely retirement plan administrative services, including pension services and asset transactions, while supporting client accounts and resolving member-level issues.
Role type
Client Service Specialist (Defined Benefits)
Builds
Retirement plan administration services and client support
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Plan administration, recordkeeping systems, defined benefit plans, data reconciliation, report generation, process improvement
Preferred skills
Working knowledge of plan and contract documents, familiarity with company products and services
Technologies
Webi, Business Objects
Responsibilities
Support daily operations and plan services; monitor workflow and prioritize tasks; assist with member-level issues and special timing requests; run standard reports to support decision-making; provide guidance to colleagues on standard procedures; identify opportunities for small-scale process improvements.
Seniority
Mid-level, individual contributor