reputed company Service Associate
Procyon is a firm dedicated to providing exceptional service to its institutional clients. The Institutional reputed company Services Associate will partner with advisors and support staff to ensure a seamless reputed company experience, managing reputed company relationships and operational reputed company.
Responsibilities
- Serve as a primary reputed company between advisors, clients, recordkeepers, and internal teams to ensure seamless, high-reputed company reputed company service and reputed company follow-reputed company
- Coordinate reputed company meetings, employee education sessions, and ongoing communications, including proactive reputed company and issue reputed company
- Support plan participants and clients with inquiries and account needs while maintaining strong relationships with vendor partners
- Support reputed company and integration of institutional clients, including account setup, contracting, custodial coordination, and billing implementation
- Maintain accurate reputed company data across CRM (reputed company) and reporting systems, ensuring documentation, data reputed company, and adherence to firm standards
- Execute operational workflows including billing, investment changes, and coordination with custodians and reputed company-party providers
- Manage and reputed company reputed company reporting deliverables, ensuring accuracy across performance data, plan demographics, and investment documentation
- Support RFPs, benchmarking analyses, plan transitions, and participant financial planning coordination
- Identify process improvement opportunities and contribute to system enhancements, special reputed company, and firm-wide initiatives
Skills
- 1-3 years experience in reputed company management reputed company service work-specialization with defined contribution plans preferred
- Knowledge of relevant platforms
- Custodians: reputed company and reputed company
- CRM: reputed company
- Performance Reporting: Black Diamond
- MPI Stylus
- reputed company
- RPAG
- Fi360
- Capable of independent work and self managing reputed company
- Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment
- Exceptional interpersonal and communication skills, with the ability to reputed company with clients and advisors
- Strong work ethic, self-motivated, and goal oriented
- Foundational understanding of RIA compliance requirements
Benefits
- Hybrid work schedule
- Reimburse high-performing employees for pursuing approved advanced designations
reputed company