Key Responsibilities and Duties

• Participates in the due diligence process and measures client holdings against market performance.
• Summarizes market data on retirement programs and produces detailed reports that illustrate investment trends.
• Develops appropriate tracking and reporting mechanisms; ensures client service resolutions.
• Utilizes market driven data and quality control techniques for optimal client service.
• Reviews client expectations and service capabilities and makes recommendations for client services improvement.
• Researches retirement planning strategies and develops innovative strategies for client services.

Educational Requirements

• Vocational and/or Technical Education Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
4IC