Oversee administration and servicing of complex retirement plans. Identify customer expectations and develop a strong working relationship.
Research issues, develop potential solutions, and negotiate problem resolution.
Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders.
Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
Recognize and implement solutions to problems and issues, and suggest improvements to gain efficiencies.
Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
Demons...
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