Retirement Plan Client Service Specialist

This position is responsible for managing the needs of their assigned clients by being the primary line of communication and liaison between the client, Dyatech internal departments and external sources, i.e. Financial Advisor, plan contact, plan record-keeper, via telephone and electronic communication; develop, foster, and maintain positive relationships internally and externally. The Retirement Plan Client Service Specialist must be able to learn, understand, and professionally communicate 401(k) plan processes, as directed by the company, in a timely manner. This position directly contributes to client retention and client satisfaction. This position will work in multiple systems that are web-based and are required to manage their workload and assist their assigned clients, as well as perform administrative functions within the systems; effectively manage and balance multiple and sometimes competing priorities.

Requirements

  • Bachelor’s degree in Business, Accounting, or related field
  • Three (3) or more years of continuous account management and/or project management experience, preferred
  • Demonstrated ability and willingness to take full responsibility for assigned clients, communicating professionally (both verbal and written) with clients, collaborating with colleagues, and proactively assisting clients
  • Demonstrated ability to multi-task, complete work in a timely manner, meet deadlines, and work in a fast-paced environment to create high-quality services
  • Demonstrated ability to maintain a professional and respectful service demeanor, at all times
  • Demonstrated ability to strategically manage workload and clients’ requests, as well as attend to detail to ensure quality and accuracy
  • Ability to adapt to changes in government regulations and company/system processes and procedures
  • Proficient in Microsoft Excel, Word, and Outlook, navigating multiple web-based applications
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Retirement Plan Client Service Specialist
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