Senior Setup Service Representative

Job Summary

A company is looking for a Senior Setup & Maintenance Service Representative to join their Retirement Plan Solutions Team in a remote environment.

Key Responsibilities

• Complete onboarding processes for plans converting to the company, ensuring accurate and timely retirement implementations
• Review implementation notes and documents, set up retirement plans in appropriate systems, and maintain necessary updates
• Provide customer service to internal/external stakeholders, monitor team email, and address inquiries as required

Required Qualifications

• High School diploma or GED
• 3-5+ years of client customer support and operations experience, or 0-1+ years with an associate degree plus relevant experience
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to multi-task and maintain a high level of production
• Experience in retirement plan operations is preferred