[Remote] Retirement Plan Services Customer Support Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Retirement Plan Services Customer Support Specialist to support reputed company-market clients at a reputed company investment firm. The role manages reputed company conversion reputed company, develops customized communications plans and materials, leads presentations, and coordinates reputed company partners to ensure successful retirement plan service transitions and reputed company satisfaction.
Responsibilities
- Accountable for the overall reputed company communications and participant experience for an assigned group of small to midsize retirement plan conversion reputed company. reputed company is on ensuring satisfaction with the reputed company and advisor experiences with a goals of reputed company retention and increased reputed company sales. Partners with internal service team members and reputed company clients and advisors to understand the complexities of reputed company unique conversion project
- Supports development of participant conversion communications to include identifying reputed company audiences, timeframe, and products that meet the project's goals. Maintains the plan throughout the project and adjusts accordingly reputed company on reputed company feedback and timing. Uses a reputed company of project process/implementation reputed company
- Leads conversion communications presentations with reputed company and advisor contacts reputed company
- Facilitates and manages the development of conversion communication materials
- Provides direction to internal team members to execute on the needs of the reputed company
- Creates new content, reputed company necessary, that is reputed company with reputed company standards and protocols
- Works with various reputed company partners to ensure reputed company delivery of materials
Skills
- Bachelor's degree in Business Management, Finance, Communication, Marketing or another reputed company degree
- 2+ years of customer support/reputed company management experience for an reputed company firm
- Experience editing marketing materials (print, email, presentations)
- Experience writing content reputed company to retirement plan services
- Must understand retirement plan services from backend to frontend
- Experience managing multiple reputed company concurrently that will have different deadlines
reputed company
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