Client Operations Support Specialist
3 weeks ago
401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and privatewealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial future and relieving businesses across America of the administrative burdens of a 401(k) plan. We hold ourselves accountable and pride ourselves on delivering uncomplicated and innovative retirement plan solutions. This dynamic, fast- growth company is seeking a Client Operations Support Specialist to join our team and grow with us. Job Title: Client Operations Support Specialist Report to: 5500 Manager/Notices and Disclosures Supervisor Status: Full Time/Non-Exempt Position Summary: The Client Operations Support Specialist will provideback-office support to 401K plan administrators and participants. The primary responsibilities for this role will be completing and distributing notices and disclosures via email and US mail, onboarding new clients, and assisting with form 5500 filings. Each of these tasks requires great attention to detail. Job Description: Promote and adhere to the company's core values; Accountability, Communication, Commitment, Service Excellence, Integrity, and Collaboration Complete and distribute notices and disclosures to clients timely and accurately; via electronic processing and US mail Assist with onboarding new clients by completing CRM profile and distributing welcome packet Assist with Form 5500 filings Interact with plan sponsors and document each encounter with proper internal/external documentation in CRM Compose consistent professional communication Continually maintain knowledge of all company services Maintain and ensure confidentiality of plan and participant information Practice organization and time management skills including prioritizing work and requesting additional work when appropriate Pay close attention to deadlines Meet or exceed metrics on a consistent basis Act as backup to other positions as needed Job Qualifications: Minimum two years' previous customer service experience required Experience sitting in front of a computer for entire shift Prior experience in the retirement plan industry with a focus in Defined Contribution Plans Must obtain Retirement Plan Fundamentals (RPF) certification within first year of employment Exceptional organizational skills, strong attention to detail and ability to multi-task recblid hlgqjodao9y8fsqibip2bzoxyv7ddy
-
Client Operations Support Specialist
4 weeks ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and privatewealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
-
Client Support Specialist
1 week ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
-
Client Support Specialist
3 weeks ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
-
Client Support Specialist
1 hour ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
-
Client Support Specialist Bilingual
4 weeks ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
-
Client Support Specialist Bilingual
2 weeks ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
-
Support Specialist
4 weeks ago
Altamonte Springs, United States Rasmussen University Full timeSupport SpecialistThe Support Specialist works in a team environment to support the campus in operating efficiently and effectively while serving students, the team and our community. The Support Specialist will leverage his/her experience in an operations/administrative capacity to support all programs on campus, with a focus on nursing programs. The...
-
client support specialist
21 minutes ago
Colorado Springs, Colorado, United States Embrave Full timeThis position works in 24/7 Residential Community Corrections facility. AS NEEDED - CLIENT SUPPORT SPECIALISTThe Client Support Specialist provides a system of accountability and continuous supervision of the adult offender population by monitoring all residential activities.Ensures security for all staff, residents, and facilities to ensure community...
-
Support Specialist
2 weeks ago
Altamonte Springs, FL, United States Rasmussen University Full timeSupport Specialist Rasmussen University Altamonte Springs, FL The Support Specialist works in a team environment to support the campus in operating efficiently and effectively while serving students, the team and our community. The Support Specialist will leverage his/her experience in an operations/administrative capacity to support all programs on campus,...
-
CLIENT SUPPORT SPECIALIST
5 days ago
Colorado Springs, CO, United States Embrave Full timeThis position works in 24/7 Residential Community Corrections facility. Shift Differentials Offered! Employer Paid Life Insurance 401K 5% Employer Match, 2 Years Fully Vested 14 Paid Holidays Vacation, Sick and Personal Time For additional information on our amazing benefits, please refer to our benefits guides on our career center page. Employer-paid...
