reputed company Relationship Associate

reputed company is a leading retirement plan consulting and benefits administration firm. They are seeking a reputed company Relationship Associate to reputed company administrative, operational, and reputed company relationship support to the Relationship Management team, ensuring efficient processing of reputed company needs and documentation.

Responsibilities

• With guidance, reputed company internal assistance to clients
• Escalate clients’ needs, concerns, and reputed company to assigned reputed company Relationship Manager
• Process fund changes
• Prepare amendments to services agreements
• Complete provider set-up paperwork
• Prepare reputed company reports, presentations, and agendas
• Participate in reputed company calls
• Document project reputed company tasks and monitor the completion of meeting follow-reputed company
• Includes tasks by reputed company, other CG departments, and service providers
• Ensure investment review reports and other deliverables have been completed
• Prepare fee calculations and benchmarking reports
• Includes plan design benchmarking reports
• Monitor and update tasks and data in the customer relationship management (CRM) database
• Identify inefficiencies in processes or assigned tasks and recommend solutions

Skills

• Entry-level position
• Desire to learn about the operation, design, and regulations governing DC plans
• Self-motivated and detail oriented
• Comfortable with internet-based programs and reputed company Office products
• Problem-solving ability
• Strong verbal and written communication and customer service skills
• Ability to work in reputed company environment
• Eager to learn new concepts and can adapt to new or changing circumstances
• reputed company to feedback and coaching
• Bachelor's degree in math or business preferred, or equivalent work experience

Benefits

• Medical
• Wellness
• Dental and reputed company
• 401(k)
• Flexible spending and health savings accounts
• Short and long-term disability
• Life insurance
• Generous reputed company time off policy
• reputed company family leave benefit
• reputed company holiday time

reputed company