THE ROLEThe Senior Group Retirement Client Specialist plays a key role in managing and supporting a portfolio of group retirement clients. This position is responsible for delivering a high level of client service providing technical guidance managing complex account requirements and supporting clients and plan members throughout the lifecycle of their retirement Senior Client Specialist works closely with clients plan administrators plan members carriers Account Managers and internal teams to identify needs resolve complex issues support compliance requirements and deliver effective retirement plan YOULL DO:Most importantly you will lead by example live our values and build strong client relationships through exceptional manage a portfolio of group retirement clients and serve as a key point of contact for ongoing account and maintain robust relationships with clients plan administrators and other with clients to review their existing retirement programs understand their needs and identify opportunities to improve their overall plan timely and accurate guidance on group retirement products services policies and complex client and plan member inquiries using sound judgment to develop appropriate and coordinate Annual Information Returns (AIRs) and Capital Accumulation Plan (CAP)
reviews ensuring appropriate attention to regulatory and compliance customized education strategies for clients plan administrators and plan complex service requests and ensure issues are resolved accurately and within required thorough knowledge of group retirement products and services offered by various accurate and up-to-date client information within the CRM client complaints and escalated concerns quickly professionally and guidance and support to Account Managers and other team members on account administration products processes and client annual business planning and strategic initiatives within the Group Retirement and implement opportunities to improve internal processes workflows and the overall client industry and technical knowledge with team members and contribute to team to expand knowledge of industry trends regulatory requirements products and carrier duties as WE REQUIRE:5 years of experience in group retirement services preferably in an account management or client service -secondary education industry programs or relevant professional designation is would be considered an technical knowledge of group retirement products services and experience managing a portfolio of clients and handling complex client understanding of retirement plan administration including AIRs CAP reviews and member client service and relationship-building verbal and written communication skills with the ability to communicate complex information clearly and problem-solving conflict-resolution and decision-making organizational and time-management skills with the ability to manage multiple priorities and to work independently and take ownership of complex client to collaborate effectively with clients carriers Account Managers and internal with Microsoft Office Suite including Word Excel and commitment to continuous learning and professional development.