Client Support Specialist
3 weeks ago
Position: Client Support Specialist
Location: Harrisburg, PA (Hybrid)
Duration: 4 Months and possibility of extension
Description:
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.
Day-to-day Responsibilities:
- 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 the Chief Programs Officer, Director of Client Relations, Relationship Managers, or other professional staff to ensure municipalities and/or members receive exceptional service and support.
- Collaborates closely with the Chief Programs Officer, Director of Client Relations, Relationship Managers, or other professional staff to prepare various operational and activity reports. This entails the preparation of said reports in final and/or draft form and often requires the gathering of statistical or other information.
- 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.
- Maintains knowledge of base plan documents associated with defined benefit and cash balance plans as well as a working understanding of plan-specific adoption agreements that set forth specific provisions of each pension plan under management. Understands relevant functional and legal differences among IRS qualified retirement plans eligible for local government use, the key employer fiduciary obligations and plan administration responsibilities associated with administered pension plans, and the specific information contained in member-related statements and calculations.
- 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.
- Participates in special projects as assigned by the Chief Programs Officer, Director of Client Relations, Relationship Managers, or other professional staff.
- Represents the Pennsylvania Municipal Retirement System in meetings and performs and/or coordinates various administrative functions and other related duties as assigned.
Skills Required / Desired Communicates effectively, both orally and in writing Required Interprets applicable policies and procedures Required Organizes, prioritizes, and monitors work assignments Required Develops and finalizes correspondence, presentations, contracts, and reports Required Establishes and maintains effective working relationships Required Understands pension administration concepts and practices Required Applies legislative and policy requirements Required Diagnoses and troubleshoots problems Required Uses personal computer, associated software, and standard office equipment Required Logs and tracks correspondence and client communication Required
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