Client & Partner Support Specialist
Core
Provide high-quality service coverage and operational support for advisors, partners, and plan sponsors in the Core Market Segment (plans under $35 million), ensuring continuity during absences and transitions.
Role type
Client & Partner Support Specialist
Builds
Operational support for retirement plans and financial services
Domain
Financial services / Retirement plans
Deliverable
client delivery
Required skills
Client service, operational accuracy, regulatory knowledge (ERISA, DOL, IRS), financial plan documentation, stakeholder communication, process improvement
Preferred skills
Financial services experience, relationship management, Microsoft Office Suite proficiency