Client Trainer Retirement Product Document Support Specialist
Client Trainer Retirement Product Document Support Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
LOCATION: Hybrid 8 days a month in the office) Madison WI Philadelphia PA Waltham MA Riverwoods IL Hagerstown MD Kenilworth GA Dallas TX Houston TX Denver CO Indianapolis IN Wichita KS
OVERVIEW
You will work within the General Support and Documents Team and assist with all aspects of the : Portal 5500s 1099s ACA IRS Forms Document software modules. You will report to the Lead Product Support Consultant in the division of Legal & Regulatory (LR US) within Wolters Kluwer.
RESPONSIBLITIES
provides administrative document and compliance software for retirement plan service providers. This specialist supports customers by answering software questions specifically for the products listed above but could include other product modules offered. serves nearly 3000 customers around the country and averagessupport emails per month. support personnel have the highest Net Promoter Scores among their industry peers.
- Share ERISA regulatory and technical knowledge.
- Assist customers with technical questions as they relate specifically to the products via phone and email.
- Assist customers with product software questions via phone and email.
- Ensure support is accurate and timely. support emails are generally answered in less than two business hours and calls are responded to.
- Assist product owners in identifying areas for product improvement and expansion.
QUALIFICATIAONS
Education:Twoyear degree or comparable Industry experience.
Experience:
- Plan administration or past thirdparty administrative (TPA) experience preferred.
- document and portal experience strongly preferred.
Other Knowledge Skills & Abilities:
- Industry credentials: ASPPA or NIPA credentials preferred or willing to obtain.
- Proficiency in common business software applications.
- Customer service skills including written and verbal communication skills.
- Ability to work in a team environment and help other team members.
- Technical analytical and problemsolving skills.
- Ability to perform work independently with minimal supervision and to exercise sound independent judgment and discretion.
- Ability to manage multiple concurrent projects.
TRAVEL5 minimal travel for team meetings and industry events/trainings
#LIHybrid
Compensation:
Target salary range CA CT CO DC HI IL MD MN NY RI WA:: $76350 $105700Required Experience:
Unclear Seniority
Employment Type
Full-Time
