Retirement Plan Specialist

4 days ago


Kansas City, Missouri, United States SS&C Technologies Full time

Job Summary

SS&C Technologies is seeking a skilled Retirement Plan Specialist to join our team. As a key member of our Client Support team, you will work closely with functional teams to resolve client-reported issues, service requests, and operational issues. Your expertise will be an extension of our Relationship Management team, supporting TRAC clients.

About the Role

  • Problem-Solving Expertise: Apply strong problem-solving skills to research and resolve client-reported issues.
  • Client Prioritization: Prioritize client requests based on impact and severity of the issue.
  • Technical Troubleshooting: Work with programmers to troubleshoot potential system defects/limitations.
  • Clear Communication: Communicate complex concepts in client-friendly language.
  • 24/7 Support: Provide 24x7 Production Support to retirement plan clients.
  • Subject Matter Expert: Become a Subject Matter Expert on SS&C Retirement Solutions system functionality and products.
  • Collaboration: Collaborate with Product Owners and Development teams on system needs.

Requirements

  • Education and Experience: Bachelor's degree and 2 years of work-related experience or Master's degree or 4 years equivalent work-related experience - Retirement Plan Services experience a MUST.
  • Industry Knowledge: Knowledge of retirement plan industry is REQUIRED.
  • Customer Service: Customer Service experience as it relates to Retirement Services.
  • Attention to Detail: Attention to detail, Multitasking skills, Curiosity and the desire to learn.
  • Communication Skills: Ability to communicate concisely and effectively verbally and in writing.
  • Time Management: Efficient time management with strong organizational skills and able to work in a fast-paced team environment.
  • Technical Skills: Solid computer skills and general knowledge of qualified plan systems like TRAC.
  • Availability: Able to work in the local office 6 days per month.
  • SQL Knowledge: SQL, PowerSelect, or TSO knowledge a plus.

About SS&C Technologies

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.



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