Partners with internal staff, plan sponsors, advisors and other company representatives to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, establishing new and integrating existing plans to PAi for third party administration services.
Team Success Customer/Client Focus Personal Credibility Applied Learning
Primarily responsible for assisting customers in setting up new and conversion 401(k) plans, including those more complex and critical in nature Accurate and timely completion of day-to-day tasks associated with 401k plan operation, including but not limited to phone queue support and other tasks/projects as assigned Support PAi Sales team to determine appropriate plan type/product for the client's needs Documents details of customer contacts and actions taken Reviews plan documents, proposals, questionnaires and elections with great attention to detail in order to ensure accuracy and compliance of plan consultation, design and set-up
Proactively discovers and resolves potential problems through clear, confident and effective communication with partners, clients, agencies and external/internal customers maintaining positive working relationships to promote retention and a quality service image Develops and applies continuously growing regulatory, product and process knowledge to effectively anticipate and meet customer service needs Continually identifies problems/changes, including but not limited to procedural gaps and regulatory changes and assists in resolving with the appropriate resource(s), such as a Leader, Quality Assurance, Training and/or others
Ability to work autonomously or as part of a team Ability to work in a fast-paced, change driven environment Adherence to all company policies and procedures
Three years of previous 401(k) third party administrator experience in a plan conversion role Solid mathematical abilities and computer skills including demonstrated knowledge with Microsoft Office Outlook, Excel and Word Excellent analytical, problem resolution skills and detail orientation Strong interpersonal, client relationship and communication skills
Preferred Qualifications:
Associates or Bachelor's degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience Fluent in English and Spanish
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Ascensus
401(k)
May 11, 2024