Implementation Specialist – Retirement

Job not on LinkedIn

November 8

🌪️ Kansas – Remote

Although this job is listed in Kansas, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛠️ Implementation Specialist

🦅 H1B Visa Sponsor

Apply Now

Receive Emails with Similar Jobs

Mariner

WebsiteLinkedInAll Job Openings

Mariner provides products and services for better decision-making to manufacturers, worldwide. We offer Spyglass, a family of AI and IoT products:

11 - 50 employees

💰 Series A on 2022-03

📋 Description

• Manage new client implementation process • Provide a high level of support to Advisors, Consultants and clients • Prepare and maintain client documentation • Generate quarterly reporting • Prepare client investment analysis and reviews • Communicate with Advisors and Service team • Prepare investment policy statements • Provide information for plan fee benchmarking • Development of Education Plan including enrollment meetings, education meetings and written communications • Data entry each quarter for assigned book of business • Perform other duties as assigned

🎯 Requirements

• Bachelor’s Degree required • Corporate retirement plan experience preferred • Open to a variety of experience levels, experience with investments a plus • Highly organized with strong analytical skills and attention to detail • Positive attitude toward client relations to provide exceptional, proactive client service • Strong verbal and written communication skills are essential to effective client relationships • Strong PC proficiency with MS Office Suite, specifically MS Excel and MS Outlook • Deadline oriented with a desire to take initiative and add value in order to create a better client experience • Ability to organize time and perform tasks with minimal direction • Able to work in a team environment

🏖️ Benefits

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals • Innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance