Retirement Plan Services Specialist
Jobtailor
Provide day-to-day service and support for Plan Premier Third-Party Administrator (PPTPA) customers Respond to inquiries via inbound phone calls, emails, and online portal Liaise with internal and external contacts including plan sponsors and business partners Educate clients on web tools and admin features Provide in-depth overview of system and product features as needed Requirements Working knowledge of administration of retirement plan design, terminology, regulations, and procedures Knowledge of Retirement Plan Services (RPS) operations, capabilities, and product offerings ASPPA Retirement Plan Fundamentals (RPF) Certificate 401(k), 401(b) Retirement Plan Knowledge Industry Credentials such as QKA, QKC are a plus. Core Competencies Demonstrates expertise in retirement plan administration, including knowledge of regulations and procedures, while providing exceptional customer service and support to clients. Proficient in educating clients on web tools and product features to enhance their experience. Highest-signal resume keywords Retirement Plan Administration ASPPA Retirement Plan Fundamentals Certificate 401(k) Knowledge Retirement Plan Services Operations Client Education Hard Skills Retirement Plan Design Regulations Knowledge Procedures Knowledge Product Offerings Knowledge Terminology Knowledge Soft Skills Customer Service Communication Liaison Skills Certifications & Qualifications ASPPA Retirement Plan Fundamentals Certificate QKA QKC Industry Keywords Retirement Plan Services Third-Party Administrator Plan Sponsors Business Partners Tools & Technologies Web Tools Online Portal #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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