Handle a diverse range of tasks assigned by one or more partners such as Account Managers, Client Executives, Sponsor Connect teams or Contact Center to support the daily administration of retirement plans across all markets.

Responsibilities

  • Review and research work requests coming in from an assigned queue to determine the best course of action.
  • Identify client needs and appropriate internal or external teams to develop action plans; follow through to completion.
  • Monitor and ensure completion of reoccurring tasks for assigned internal partners.
  • Validate information and identify/submit updates as needed.
  • May handle certain client relationship responsibilities.
  • May be assigned to cross-functional projects based on area of competency/expertise.

Qualifications

  • Associate’s degree in a business field or equivalent experience
  • Two years of experience in the retirement, financial, or client services industry
  • General understanding of the retirement industry
  • Strong organizational skills and attention to detail
  • Good written and oral communication skills
  • Analytical and research skills to obtain/evaluate information necessary to take the appropriate course of action
  • Ability to work in a fast paced environment
  • Proficiency using MS Office

Preferred Qualifications

Working Conditions

  • Office environment

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Compensation:

The salary for this position generally ranges between $42,500-$52,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.