Senior Associate, Employer Services
Core
Senior Associate in Employer Services acting as the primary point of contact for Plan Sponsors to resolve client issues, manage expectations, and facilitate cross-functional resolutions.
Role type
Senior Associate, Client Services (Employer Services)
Builds
Client satisfaction and resolution for retirement and financial savings plans
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
critical thinking, problem-solving, time management, organization, Excel/Google Sheets proficiency, data analysis, communication
Preferred skills
retirement industry experience, Series 6/7/63/65/66 licenses, QKS/QKA/QKC licenses
Technologies
Excel, Google Sheets, Word, Google Docs, Adobe Acrobat
Responsibilities
Answering high-volume inbound emails and phone calls from Plan Sponsors, resolving client issues using company policies, collaborating cross-functionally to manage resolutions, creating and tracking support tickets, hosting webinars for sponsors, providing data-driven insights to product teams, escalating complex issues to Legal/Compliance.
Seniority
Mid-level, hands-on IC
