Retirement Plan Administration Specialist 11 applicants
Handle year-end testing for DC plans and manage the termination process for retirement plans. Communicate with clients throughout the termination process and draft necessary resolutions.
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Handle year-end testing for DC plans and manage the termination process for retirement plans. Communicate with clients throughout the termination process and draft necessary resolutions.
The Retirement Plan Administration team handles compliance testing, government reporting, and plan terminations for clients. They ensure cross-functional alignment and drive product improvements in retirement plan administration.
Provide customer support via phone, email, and live chat, ensuring a positive experience for clients. Assist with account activation, integration troubleshooting, and product-related inquiries.
Provide customer support via phone, email, and live chat, focusing on retirement plan inquiries and technical troubleshooting. Collaborate with internal teams to escalate issues and improve customer service.
Oversee Customer Support Agents and ensure operational excellence in supporting clients with their retirement plans. Provide advanced-level support and handle escalations while maintaining service quality and training the team.
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Oversee Customer Support Agents and ensure operational excellence in supporting clients with retirement plans. Provide advanced-level support and handle escalations while monitoring service quality and team performance.
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