Senior Associate, Platform Support
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Job Summary
Supporting remote clients who service retirement plans, the full-time Senior Associate, Platform Support for Strategic Accounts will manage Level 2 escalations, coordinate solutions, and ensure timely issue resolution while collaborating with internal teams.
Key responsibilities
- Serve as the primary point of contact for Level 2 service escalations from client servicing teams
- Take ownership of escalated issues, ensuring thorough investigation and accurate resolution
- Collaborate with internal teams to investigate issues and coordinate solutions effectively
Required qualifications
- Bachelor's degree or equivalent professional experience
- 2-4 years of retirement industry experience preferred
- Experience supporting retirement plan servicing or administration platforms
- Strong organizational and time-management skills
- Proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat
Complete Job Description
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