Service Deliverables Specialist Jobs
By Talent Group At United States
Intermediate knowledge of retirement plan administration, including retirement plan regulations for participant mailings.
Intermediate system knowledge of Excel, Salesforce, PACE, Workfront, and vendor-related systems.
The resource will be using Excel- VLOOKUPS and Salesforce Marketing platform.
Provides advanced-level support to internal service team members and oversees participant deliverables processes.
Performs a variety of tasks to ensure participant, plan sponsor and advisor expectations are met.
Familiar with billing invoice reconciliation and budgeting.