Install & Conversions Analyst - #1335090

Job Summary

Partners with internal staff, plan sponsors, advisors and other company representatives to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, establishing new and integrating existing plans to PAi for third party administration services.

Competencies:

• Team Success

• Customer/Client Focus

• Personal Credibility

• Applied Learning

Core Responsibilities:

• Primarily responsible for assisting customers in setting up new and conversion 401(k) plans, including those more complex and critical in nature

• Accurate and timely completion of day-to-day tasks associated with 401k plan operation, including but not limited to phone queue support and other tasks/projects as assigned

• Support PAi Sales team to determine appropriate plan type/product for the client’s needs

• Documents details of customer contacts and actions taken

• Reviews plan documents, proposals, questionnaires and elections with great attention to detail in order to ensure accuracy and compliance of plan consultation, design and set-up

• Proactively discovers and resolves potential problems through clear, confident and effective communication with partners, clients, agencies and external/internal customers maintaining positive working relationships to promote retention and a quality service image

• Develops and applies continuously growing regulatory, product and process knowledge to effectively anticipate and meet customer service needs

• Continually identifies problems/changes, including but not limited to procedural gaps and regulatory changes and assists in resolving with the appropriate resource(s), such as a Leader, Quality Assurance, Training and/or others

Job Requirements:

• Regular attendance and punctuality

• Ability to work autonomously or as part of a team

• Ability to work in a fast-paced, change driven environment

• Adherence to all company policies and procedures

Minimum Qualifications:

• High school diploma or equivalent

• Three years of previous 401(k) third party administrator experience in a plan conversion role

• Solid mathematical abilities and computer skills including demonstrated knowledge with Microsoft Office Outlook, Excel and Word

• Excellent analytical, problem resolution skills and detail orientation

• Strong interpersonal, client relationship and communication skills

Preferred Qualifications:

• Associates or Bachelor’s degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience

• Fluent in English and Spanish

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