Support Services Person ll
Jobtailor
Partner with Sales and Relationship Management teams to support client meetings, presentations, and strategic initiatives.
Serve as a subject matter expert on the digital experience, including participant and plan sponsor platforms, clearly articulating functionality and value to clients.
Build and maintain strong relationships with internal stakeholders, including Sales, Relationship Managers, and Consultant teams.
Support new business development and retention efforts by enhancing the client experience and contributing to successful outcomes.
Evaluate client needs through consultative interactions and align digital solutions to support client goals.
Identify opportunities to strengthen client relationships through proactive use of product, service, and industry knowledge.
Contribute to strategic planning, business development activities, and special projects as assigned.
Three or more years of experience in financial services, client engagement, or relationship management preferred.
Undergraduate degree or equivalent combination of training and experience required; Strong understanding of financial services, recordkeeping, or institutional business preferred.
Vacancy posted 3 days ago
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