Complex Services Associate

Job Summary

Supporting the Retirement Plan Services team in a remote capacity, the Complex Services Associate will independently review and complete complex retirement plan transactions, collaborate with various stakeholders, and assist with tax-related projects while ensuring operational accuracy and client satisfaction.

Key responsibilities

• Process complex corrections in accordance with established procedures and ensure work meets quality standards
• Collaborate with internal and external stakeholders to complete corrections and coordinate project tasks, including communication updates
• Act as a first point of contact for escalated issues, providing guidance and support to team members

Required qualifications

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's degree)
• 0 - 1+ years of operations and/or process experience related to the responsibilities of this role
• Proficiency in Microsoft Office Suite, particularly Excel, with strong analytical abilities
• Ability to work in a fast-paced environment and adapt to changing priorities
• Solid relationship management skills with internal clients