Client Support Specialist

4 weeks ago

Harrisburg, United States LingaTech Full time
Job DescriptionJob DescriptionLocation: Harrisburg, PA - local candidates only
Position Type: Hybrid, 2 days onsite in Harrisburg, PA
Contract Length: 4 months with extension 

Position Overview:
This position will be responsible for assisting Relationship Managers with supporting the overall business relationship with each assigned existing and potential municipality and/or member. This position will assist in the management and coordination of current and new business development, pension plan contract management, client satisfaction, and dispute resolution.

Duties:
  • Assists with the maintenance of client paperwork, files, records, and documentation accurately and in compliance with standards and best practices.
  • Assists in coordinating client meetings, appointments, and follow-up as required. Helps prepare and distribute meeting agendas, minutes, and action items.
  • Acts as a point of contact for municipalities and/or members, assists with handling inquiries and resolving issues promptly, accurately, and professionally.
  • Contributes to the preparation of client communications, reports, and presentations as needed.
  • Collaborates with business leadership and other professional staff to ensure municipalities and/or members receive exceptional service and support.
  • Gather information to build operational reports in collaboration with leadership. 
  • Compiles and analyzes data to identify trends, opportunities, and areas for improvement.
  • Assists in preparing regular and ad-hoc reports for municipalities, members, and internal stakeholders. Collaborates with the team to develop insights and recommendations based on data analysis.
  • Ensures compliance with regulatory requirements and internal policies related to pension administration. 
  • Assists in conducting risk assessments, audits, and compliance reviews.
  • Collaborates with the team to implement risk mitigation strategies and control measures.
  • Participates in training sessions and workshops to enhance knowledge of pension administration services.
  • Assists in onboarding new team members and provides ongoing support and guidance. 
  • Contributes to the development of training materials and resources for internal use.
  • Represents the client in meetings and performs and/or coordinates various administrative functions and other related duties as assigned.
  • Familiar with IRS-qualified retirement plans for local governments, employer fiduciary obligations, and plan administration responsibilities.
Required Skills: 
  • Communicates effectively, both orally and in writing
  • Interprets applicable policies and procedures
  • Organizes, prioritizes, and monitors work assignments
  • Develops and finalizes correspondence, presentations, contracts, and reports
  • Establishes and maintains effective working relationships
  • Understands pension administration concepts and practices
  • Applies legislative and policy requirements 
  • Diagnoses and troubleshoots problems
  • Uses personal computer, associated software, and standard office equipment
  • Logs and tracks correspondence and client communication

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