Client Specialist, Retirement

THE ROLEThe Group Retirement Client Specialist plays a key support role within the Group Retirement Division assisting with the day-to-day servicing and administration of group retirement clients and plan role is focused on developing strong technical knowledge of group retirement products services processes and compliance requirements while providing responsive and professional client service. The Client Specialist will work closely with Account Managers senior team members carriers clients plan administrators and plan members to ensure requests are handled accurately and YOULL DO:Most importantly you will lead by example live our values and drive business relationships for the company through providing exceptional customer Account Managers and senior team members with the day-to-day servicing of group retirement to client plan administrator and plan member inquiries regarding retirement plans products services and with processing service requests and ensure information is accurate and completed within required with the preparation of Annual Information Returns (AIRs) and Capital Accumulation Plan (CAP) the preparation and delivery of client and plan member education clients and plan members in understanding their group retirement plans and available products and knowledge of group retirement products and services offered by various accurate and up-to-date client information within the CRM with resolving client questions and complaints escalating more complex matters when with client reporting account administration and other team annual business planning opportunities to improve internal processes and the overall client duties as WE REQUIRE:13 years of experience in group retirement services financial services insurance banking or a related client service -secondary education industry programs or relevant professional training is in pursuing additional education or industry problem-solving skills and ability to think creatively to address client communication skills both written and verbal with the ability to build rapport and influence LLQP or other relevant industry education would be considered an to work collaboratively while managing individual problem-solving skills and a willingness to ask questions and seek guidance when to thrive in a dynamic environment and adapt to changing client with Microsoft Office Suite.