Implementation Specialist – Retirement
Mariner
full-time
Posted on:
Location Type: Remote
Location: Remote • Kansas • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Manage new client implementation process
- Provide a high level of support to Advisors, Consultants and clients
- Prepare and maintain client documentation
- Generate quarterly reporting
- Prepare client investment analysis and reviews
- Communicate with Advisors and Service team
- Prepare investment policy statements
- Provide information for plan fee benchmarking
- Development of Education Plan including enrollment meetings, education meetings and written communications
- Data entry each quarter for assigned book of business
- Perform other duties as assigned
Requirements
- Bachelor’s Degree required
- Corporate retirement plan experience preferred
- Open to a variety of experience levels, experience with investments a plus
- Highly organized with strong analytical skills and attention to detail
- Positive attitude toward client relations to provide exceptional, proactive client service
- Strong verbal and written communication skills are essential to effective client relationships
- Strong PC proficiency with MS Office Suite, specifically MS Excel and MS Outlook
- Deadline oriented with a desire to take initiative and add value in order to create a better client experience
- Ability to organize time and perform tasks with minimal direction
- Able to work in a team environment
Benefits
- We believe in giving associates progressive opportunities
- Actively nurturing professional growth
- Giving back to the community
- We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals
- Innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entryinvestment analysisreportingclient documentation preparationinvestment policy statements preparationplan fee benchmarking
Soft skills
highly organizedanalytical skillsattention to detailpositive attitudeclient relationsstrong verbal communicationstrong written communicationdeadline orientedinitiativeteamwork
Certifications
Bachelor’s Degree