Description
This is a role responsible for providing service to our plan sponsor, individual, advisor clients.
Position Responsibilities
Strong communication skills are a must, as the role includes building and maintaining working relationships with team members, vendors and other departments throughout the organization. Familiarity with customer service is preferred.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, individual must be able to perform each essential duty satisfactorily.
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
WORKING CONDITIONS:
Hybrid work schedule: Climate-controlled office environment 3-4 days a week and Work-from-Home 1-2 days. Flexible work start and end times. Enjoy free access to the office gym (includes use of Peloton bikes), an outdoor lounge and a generous holiday schedule with early office closures on days prior to holidays.
Job Type: Full-time
Pay Range: From $70,000-$90,000 per year (depending on experience and Series 65 licensing)
Benefits:
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