Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
Under minimal supervision, serves as the first line of contact for internal partners regarding plan-initiated fund and fee change requests. Handles complex inquiries and problem resolution. Has solid expertise/ knowledge/skills to contribute to development and execution of company objectives.
Essential Functions:
- Position requires that individual has exceeded required metrics in both team productivity and quality goals.
- Acts as first line of contact for all internal lines of business-including internal and external
- Relationship Managers, Client Service Managers, Trading, Communication Strategists and managers regarding plan-initiated fund and fee changes.
- Participate in projects that impact the fund and fee change organization-internal and external.
- Support technology enhancements-act as a Subject Matter Expert (SME) for providing requirements, performing testing, and implementation of the enhancement.
- Responsible for taking a leadership role on the team-includes training others, and providing guidance, determining methods and procedures.
- Provides prompt, thorough and professional responses to inquiries around team processes and procedures.
- Handles escalated issues as needed.
- Strong knowledge of standard processes and issue resolution.
- Demonstrates high level of autonomy and degree of decision making, escalating high impact decisions to management while using general instructions to perform assigned tasks.
- Interacts with a wide audience, including senior leaders and front-line staff, as well as special projects teams, vendors, and other internal and external outside entities.
Qualifications:
- 4-year degree or equivalent experience.
- FINRA fingerprinting required.
- 3-4 Years of financial services experience.
- Demonstrated quality customer services skills.
- Attention to detail Superior written and verbal communication skills.
- Ability to facilitate the research and resolution of problems.
- Multi-tasking ability, superior customer service skills and communication skills.
- Positively embraces change and takes initiative; not afraid to look deeper or think outside of the box.
- This job operates in a professional office environment.
- This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers and filing cabinets.
- While performing the duties of this job, the employee is regularly required to concentrate, talk and hear.
- This role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write, listen, verbally communicate, present information, respond to questions, problem solve, concentrate and tolerate stress.
- Many duties will be done while sitting at a desk and working on a computer.
What we offer you:
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement per year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
