Retirement Plan Customer Liaison

Job Summary

A company is looking for a Retirement Plan & Payroll Customer Liaison.

Key Responsibilities

• Serve as the primary contact for fiduciary services and manage payroll data for assigned clients
• Coordinate the electronic contribution submission process and ensure accurate data transmission
• Assist with client communications and maintain accurate records of interactions and transactions

Required Qualifications

• High School Diploma is required
• Proven customer service and relationship management skills
• Base knowledge of retirement plans and payroll processing platforms
• Strong time management and organizational skills
• Ability to work independently and collaboratively in a team environment