Associate, Retirement Plan Services
Core
Support incoming employer plan administration inquiries, change orders, and complex plan issues for startup and conversion plan employers.
Role type
Associate, Retirement Plan Services (Client Support & Operations)
Builds
Workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts.
Domain
Financial Technology / Retirement Services
Deliverable
client delivery
Required skills
retirement plan administration, plan design research, client communication, process improvement, data analysis, tool optimization
Preferred skills
retirement industry experience, QKA certification
Technologies
Jira, Zendesk, Asana, Google Workspace
Responsibilities
Assist clients with complex plan issues (eligibility, vesting, amendments, M&A, audits), research and complete client plan design requests, create processes and playbooks to streamline operations, document account updates in tooling, conduct post-mortems to identify process improvements, handle client escalations, ensure adherence to service level requirements.
Seniority
Junior to Mid-level, hands-on IC