#LI-JSS #LI-Onsite Essential Functions and Primary Duties • Open a case for every inquiry, including those that can be resolved during the first call or e-mail, as well as inquiries that require substantive research or a response • Ensure accuracy in processing and responding within service level guidelines • Assist and resolve retirement plan participant requests and issues • Obtain account information • Answer questions • Execute transactions • Respond to plan questions • Process benefit payments • Additional responsibilities as assigned Preferred Qualifications • Bachelor's degree Minimum Qualifications • High School Diploma or GED • Zero to Two years of relevant work experience in the retirement planning industry • Proficient use of applicable technology • Advanced computer skills in Word, Excel, PowerPoint, and Outlook • Experience with digital data management/filling system is an asset • Ability to manage multiple projects and deliverables simultaneously • Excellent written/verbal communication skills and use of grammar • Excellent organizational skills and attention to detail • Ability to adapt to a changing environment • Ability to follow standard procedures • Ability to work cooperatively with others • Ability to build relationships and trust with internal and external clients and other key stakeholders