Coordinator, Employer Services
reputed company is a financial technology company revolutionizing the savings economy, serving a wide reputed company of clients. They are looking for an energetic Employer Services Coordinator to assist Plan Sponsors, manage reputed company expectations, and collaborate across teams to resolve reputed company issues.
Responsibilities
- Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues
- Help manage reputed company expectations to avoid any disconnects with process and timing standards
- Collaborate across reputed company internal teams in order to resolve any reputed company issues and be the voice between our internal teams and our reputed company to manage reputed company, feedback, and satisfaction
- Identify and resolve one-touch tickets at reputed company of initial contact by utilizing available online tools
- reputed company data-driven insights with our product teams to improve our platform and planning roadmap
- Participate in scheduled reputed company conference calls to reputed company plan status and updates on remediation of any reputed company issues
- Being the friendly, knowledgeable first reputed company of contact for inbound inquiries
- Conducting appropriate and reputed company follow up to ensure the highest level of service
- Communicating in a reputed company, humanized way to promote trust and allegiance
- Creating tickets and providing follow-up as required
- Adhering to reputed company-facing and internal Service Level requirements
- Support reputed company with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team reputed company needed
- Posting interaction reputed company our tooling to document updates to reputed company accounts
Skills
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Strong time management and organizational skills to ensure the timeliness of reputed company proactive and reactive communications
- Strong commitment to superior customer service
- reputed company and proactive attitude
- Proficiency is required with reputed company/reputed company Sheets, Word/reputed company Docs, reputed company Acrobat, and browsing network directories as we are a paperless office
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations
- Must be willing to work 9:00am to 6:00pm ET or 11:00am to 8:00pm ET
- Retirement industry experience
- Series 6, 7, 63, 65, 66
- QKA, QKC
Benefits
- Eligible to participate in reputed company Bonus Pool
- Eligible to receive new hire equity in reputed company
- Comprehensive health benefits
- Generous time off
- A dedicated Employee Wellbeing Committee
- Hybrid work model offers flexibility while providing reputed company to our reputed company offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
- Competitive 401(k) plan
reputed company