The Client & Partner Support Specialist is responsible for providing high-quality service coverage and support for advisors, partners, and plan sponsors ensuring continuity of service during absences, transitions, or vacancies in the Core Market Segment. This role provides operational support while emphasizing client satisfaction, partner retention, and operational accuracy and promoting proactive communication and collaborative problem-solving.
What will you do:
- Contribute and oversee both team and cross-functional bulk tasks, leveraging insights and feedback to improve service consistency and partner engagement.
- Proactively follow up on outstanding tasks and ensure stakeholders are kept informed of progress through clear, professional communication.
- Build proficiency and self-reliance over time, handling increased complexity and demonstrating sound judgment in a high-volume environment.
- Investigate and resolve issues by collaborating with internal teams, ensuring timely, accurate, and client-focused outcomes.
- Manage operational and administrative requests, including contributions, loans, distributions, enrollments, payroll support, compliance, audits, and reporting inquiries as well as fund/fee changes.
- Demonstrate initiative in identifying process improvements and opportunities to enhance both client experience and operational effectiveness.
What will you bring:
- Education: Bachelor's degree in business or related field preferred; high school diploma required.
- FINRA Fingerprinting Required.
- Experience: 13 years of experience in financial services, client service, or relationship management preferred.
- Beginner to intermediate understanding of retirement plan documentation, investments, and related regulatory requirements (ERISA, DOL, IRS).
- Familiarity with plan sponsor and participant tools, reporting systems, and operational workflows.
- Excellent verbal and written communication with the ability to explain complex financial concepts clearly.
- Strong organizational, multitasking, and problem-solving skills.
- High attention to detail and commitment to accuracy.
- Proficiency in Microsoft Office Suite and related business software.
This job description is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. The employer may revise or assign other functions as necessary. Performance will be evaluated based on client satisfaction, service quality, and compliance with organizational standards. Employment is at-will and may be terminated at any time, with or without cause.
