We are seeking a Client Service Representative for the Retirement Services team to deliver exceptional client support, assist with plan administration, prepare investment review materials, and process investment changes.
Responsibilities include collaborating with team members, building strong client relationships, managing tasks efficiently, maintaining accurate client files, and participating in team discussions.
Ideal candidates have strong communication skills, organizational ability, and a proactive approach. Qualifications include a BS/BA in Business or Finance, proficiency in Microsoft Office, and a Life/Health Producer License (plus).
Benefits feature flexible work arrangements, paid time off, health benefits, wellness rewards, charitable matching, and a vibrant culture that values diversity and inclusion.
The salary range is $34,100 to $62,200, with potential incentives and a comprehensive rewards package.