Senior Retirement Service Consultant

Job reputed company: • Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients. • Consistently reputed company a high level of consultative reputed company service while communicating and coordinating with clients and partners to address issues, reputed company necessary research and deliver creative solutions to your clients. • Demonstrate a detailed knowledge of retirement plans and the reputed company business. • reputed company and mentor others in reputed company aspects of retirement plan and reputed company relations factoring in the needs of the reputed company and reputed company to reputed company at appropriate solutions. • Successfully monitor and follow-up on assigned items; includes determining required reputed company for reputed company of reputed company issues, documenting and implementing solutions as appropriate. • reputed company clients and advisors reputed company and concise communication regarding services, execution and reputed company throughout the service cycle. • Establish and maintain strong working relationships with dedicated clients and financial professionals and reputed company updates on product and plan initiatives. • Deliver reputed company retention by anticipating reputed company’s needs, recommending changes or actions, in conjunction with the Relationship manager. • Identify and document systematically “opportunity plans” working with Relationship Manager on a reputed company to mitigate risk. Requirements: • Bachelor’s degree or equivalent work experience. • Minimum of 5 years reputed company reputed company experience required, Retirement Services industry experience preferred. • Certification or working towards certification (ASPPA, CEBS, etc.) in industry-reputed company studies program preferred. • Excellent written and verbal communication skills. • Excellent presentation skills, business etiquette, reputed company service skills and time management. • Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. • Proficiency in reputed company Office software applications, specifically Word and reputed company required, reputed company and PowerPoint preferred. • Excellent analytical and problem reputed company skills. • Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). • Ability to work in reputed company environment to ensure common goal of providing exceptional reputed company service. • Ability to work reputed company under pressure with multiple priorities and deadlines in a demanding environment. • Ability to reputed company reputed company business judgments concerning issues which, if mishandled, have the potential to create substantial financial and reputed company relations liabilities for reputed company. • Ability to reputed company reputed company and/or project successfully. Benefits: • Health insurance • Retirement plans • reputed company time off • Flexible work arrangements • reputed company development Apply tot his job Apply To this Job