Job Summary
A financial services firm is filling a position for a Telecommute Junior 401K Implementation Specialist.
Individual must be able to fulfill the following responsibilities:
- Establish a relationship with clients in the onboarding process through conference calls
- Educate clients about next steps
- Create a high sense of client urgency to complete the plan set up process quickly and accurately
Must meet the following requirements for consideration:
- Implementation experience in other industries
- Experience in customer service - comfortable establishing a relationship with new clients
- Solid project management skills
- Working knowledge of customer service software, databases, and tools
- Comfortable multi-tasking and with demonstrated resourcefulness at trouble shooting
- Proficient reading, writing, grammar and mathematical skills
